Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,425
| Closed | -$422K | – | 237 |
|
|
2022
Q2 | $422K | Sell |
6,425
-6,237
| -49% | -$410K | 0.13% | 132 |
|
|
2022
Q1 | $1.01M | Sell |
12,662
-7,344
| -37% | -$583K | 0.27% | 67 |
|
|
2021
Q4 | $1.6M | Buy |
20,006
+3,472
| +21% | +$278K | 0.44% | 55 |
|
|
2021
Q3 | $1.3M | Buy |
16,534
+5,492
| +50% | +$431K | 0.39% | 56 |
|
|
2021
Q2 | $857K | Buy |
+11,042
| New | +$857K | 0.23% | 77 |
|