Avidian Wealth Enterprises’s iShares Global Financials ETF IXG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-13,488
Closed -$1.08M 527
2021
Q4
$1.08M Buy
13,488
+8,440
+167% +$676K 0.07% 171
2021
Q3
$396K Sell
5,048
-2,579
-34% -$202K 0.03% 249
2021
Q2
$592K Buy
+7,627
New +$592K 0.05% 190