Barber Financial Group’s iShares Global Materials ETF MXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,947
| Closed | -$536K | – | 143 |
|
|
2019
Q4 | $536K | Buy |
+7,947
| New | +$536K | 0.11% | 82 |
|
|
2018
Q2 | – | Sell |
-9,838
| Closed | -$665K | – | 134 |
|
|
2018
Q1 | $665K | Sell |
9,838
-1,719
| -15% | -$116K | 0.18% | 69 |
|
|
2017
Q4 | $810K | Sell |
11,557
-524
| -4% | -$36.7K | 0.21% | 64 |
|
|
2017
Q3 | $790K | Buy |
+12,081
| New | +$790K | 0.22% | 52 |
|