CWM
Centurion Wealth Management’s iShares Global Financials ETF IXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-42,050
| Closed | -$2.96M | – | 174 |
|
|
2023
Q3 | $2.96M | Buy |
42,050
+252
| +0.6% | +$17.8K | 1.45% | 17 |
|
|
2023
Q2 | $2.99M | Buy |
41,798
+1,156
| +3% | +$82.7K | 1.44% | 18 |
|
|
2023
Q1 | $2.8M | Buy |
40,642
+1,620
| +4% | +$112K | 1.42% | 18 |
|
|
2022
Q4 | $2.74M | Buy |
+39,022
| New | +$2.74M | 1.55% | 17 |
|