Bernardo Wealth Planning’s iShares Global Financials ETF IXG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$376K Sell
2022
Q2
$472K Sell
2022
Q1
$5.08M Sell
2021
Q4
$5.14M Buy
2021
Q3
$4.84M Buy
2021
Q2
$4.24M Buy