Clearstead Advisors’s iShares Global Industrials ETF EXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1K | Hold |
200
| – | – | ﹤0.01% | 1423 |
|
|
2025
Q1 | $29.1K | Hold |
200
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q4 | $28.2K | Sell |
200
-4,822
| -96% | -$681K | ﹤0.01% | 1289 |
|
|
2024
Q3 | $747K | Buy |
5,022
+4,822
| +2,411% | +$717K | 0.01% | 480 |
|
|
2024
Q2 | $27K | Hold |
200
| – | – | ﹤0.01% | 1295 |
|
|
2024
Q1 | $28K | Hold |
200
| – | – | ﹤0.01% | 881 |
|
|
2023
Q4 | $25.5K | Sell |
200
-200
| -50% | -$25.5K | ﹤0.01% | 895 |
|
|
2023
Q3 | $45.2K | Buy |
400
+200
| +100% | +$22.6K | ﹤0.01% | 896 |
|
|
2023
Q2 | $24.1K | Hold |
200
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $22.8K | Hold |
200
| – | – | ﹤0.01% | 830 |
|
|
2022
Q4 | $21.3K | Buy |
+200
| New | +$21.3K | ﹤0.01% | 784 |
|