Foundations Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,642
| Closed | -$432K | – | 418 |
|
|
2022
Q2 | $432K | Buy |
6,642
+1,580
| +31% | +$103K | 0.02% | 248 |
|
|
2022
Q1 | $390K | Sell |
5,062
-38,943
| -88% | -$3M | 0.02% | 228 |
|
|
2021
Q4 | $3.75M | Sell |
44,005
-1,247
| -3% | -$106K | 0.14% | 61 |
|
|
2021
Q3 | $3.63M | Buy |
45,252
+2,739
| +6% | +$219K | 0.16% | 53 |
|
|
2021
Q2 | $3.29M | Buy |
+42,513
| New | +$3.29M | 0.16% | 59 |
|