Clearview Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-915
| Closed | -$65.5K | – | 375 |
|
|
2023
Q2 | $65.5K | Buy |
915
+11
| +1% | +$787 | 0.07% | 180 |
|
|
2023
Q1 | $62.4K | Sell |
904
-165
| -15% | -$11.4K | 0.06% | 182 |
|
|
2022
Q4 | $75.1K | Sell |
1,069
-214
| -17% | -$15K | 0.06% | 140 |
|
|
2022
Q3 | $79K | Sell |
1,283
-296
| -19% | -$18.2K | 0.06% | 133 |
|
|
2022
Q2 | $104K | Sell |
1,579
-27
| -2% | -$1.78K | 0.08% | 122 |
|
|
2022
Q1 | $128K | Sell |
1,606
-15,630
| -91% | -$1.25M | 0.08% | 116 |
|
|
2021
Q4 | $1.38M | Sell |
17,236
-4,629
| -21% | -$371K | 0.84% | 26 |
|
|
2021
Q3 | $1.72M | Sell |
21,865
-5,107
| -19% | -$401K | 1.09% | 23 |
|
|
2021
Q2 | $2.09M | Buy |
+26,972
| New | +$2.09M | 1.29% | 18 |
|