Beacon Financial Advisory’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
-2,669
Closed -$214K 246
2021
Q4
$214K Sell
2,669
-414
-13% -$33.2K 0.1% 229
2021
Q3
$242K Sell
3,083
-342
-10% -$26.8K 0.13% 200
2021
Q2
$266K Buy
+3,425
New +$266K 0.14% 177