Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-551
| Closed | -$38K | – | 1976 |
|
|
2023
Q1 | $38K | Sell |
551
-31
| -5% | -$2.14K | ﹤0.01% | 1876 |
|
|
2022
Q4 | $40.9K | Buy |
+582
| New | +$40.9K | ﹤0.01% | 1728 |
|
|
2022
Q1 | – | Sell |
-8,408
| Closed | -$673K | – | 1263 |
|
|
2021
Q4 | $673K | Sell |
8,408
-2,222
| -21% | -$178K | 0.04% | 432 |
|
|
2021
Q3 | $834K | Sell |
10,630
-569
| -5% | -$44.6K | 0.06% | 357 |
|
|
2021
Q2 | $869K | Buy |
+11,199
| New | +$869K | 0.06% | 327 |
|