BFA
BMS Financial Advisors’s iShares Global Financials ETF IXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,498
| Closed | -$1.64M | – | 113 |
|
|
2022
Q4 | $1.64M | Buy |
+20,498
| New | +$1.64M | 1.09% | 16 |
|
|
2022
Q3 | – | Sell |
-20,850
| Closed | -$1.67M | – | 109 |
|
|
2022
Q2 | $1.67M | Buy |
+20,850
| New | +$1.67M | 1.09% | 16 |
|
|
2022
Q1 | – | Sell |
-20,879
| Closed | -$1.67M | – | 107 |
|
|
2021
Q4 | $1.67M | Buy |
+20,879
| New | +$1.67M | 1.06% | 16 |
|