Beaumont Financial Advisors’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 |
-26,589
| Closed | -$1.8M | – | 272 |
|
|
2019
Q4 | $1.8M | Buy |
+26,589
| New | +$1.8M | 0.18% | 97 |
|
|
2018
Q3 | – | Sell |
-3,570
| Closed | -$240K | – | 239 |
|
|
2018
Q2 | $240K | Buy |
+3,570
| New | +$240K | 0.03% | 179 |
|
|
2017
Q1 | – | Sell |
-4,566
| Closed | -$250K | – | 199 |
|
|
2016
Q4 | $250K | Buy |
+4,566
| New | +$250K | 0.04% | 133 |
|
|
2014
Q4 | – | Sell |
-6,942
| Closed | -$416K | – | 169 |
|
|
2014
Q3 | $416K | Buy |
+6,942
| New | +$416K | 0.03% | 121 |
|