BWP
Bernardo Wealth Planning’s iShares Global Financials ETF IXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,805
| Closed | -$376K | – | 91 |
|
|
2022
Q3 | $376K | Sell |
5,805
-1,377
| -19% | -$89.2K | 0.21% | 51 |
|
|
2022
Q2 | $472K | Sell |
7,182
-56,694
| -89% | -$3.73M | 0.27% | 48 |
|
|
2022
Q1 | $5.08M | Sell |
63,876
-291
| -0.5% | -$23.1K | 2.52% | 13 |
|
|
2021
Q4 | $5.14M | Buy |
64,167
+2,494
| +4% | +$200K | 2.51% | 13 |
|
|
2021
Q3 | $4.84M | Buy |
61,673
+6,990
| +13% | +$548K | 2.81% | 11 |
|
|
2021
Q2 | $4.24M | Buy |
+54,683
| New | +$4.24M | 2.55% | 12 |
|