Coppell Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-147
| Closed | -$14.1K | – | 1112 |
|
|
2024
Q4 | $14.1K | Sell |
147
-50
| -25% | -$4.81K | ﹤0.01% | 996 |
|
|
2024
Q3 | $18.6K | Hold |
197
| – | – | ﹤0.01% | 900 |
|
|
2024
Q2 | $16.8K | Buy |
+197
| New | +$16.8K | ﹤0.01% | 852 |
|
|
2023
Q4 | $19.8K | Buy |
+252
| New | +$19.8K | ﹤0.01% | 744 |
|
|
2023
Q3 | – | Sell |
-201
| Closed | -$14.2K | – | 1375 |
|
|
2023
Q2 | $14.2K | Buy |
+201
| New | +$14.2K | ﹤0.01% | 621 |
|