Heritage Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-425
| Closed | -$41K | – | 545 |
|
|
2022
Q2 | $41K | Hold |
425
| – | – | ﹤0.01% | 343 |
|
|
2022
Q1 | $49K | Hold |
425
| – | – | ﹤0.01% | 317 |
|
|
2021
Q4 | $52K | Hold |
425
| – | – | ﹤0.01% | 329 |
|
|
2021
Q3 | $49.9K | Hold |
425
| – | – | ﹤0.01% | 317 |
|
|
2021
Q2 | $50.7K | Hold |
425
| – | – | ﹤0.01% | 323 |
|
|
2021
Q1 | $49.3K | Hold |
425
| – | – | ﹤0.01% | 334 |
|
|
2020
Q4 | $45K | Hold |
425
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $39.6K | Buy |
+425
| New | +$39.6K | 0.01% | 287 |
|