Heritage Wealth Management (Arizona)’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
Q4 | $105K | Buy |
1,490
+700
| +89% | +$49.2K | 0.02% | 408 |
|
|
2022
Q3 | $48K | Sell |
790
-54
| -6% | -$3.28K | 0.02% | 408 |
|
|
2022
Q2 | $55.5K | Sell |
844
-307
| -27% | -$20.2K | 0.02% | 403 |
|
|
2022
Q1 | $91K | Buy |
+1,151
| New | +$91K | 0.02% | 380 |
|
|
2021
Q3 | $108K | Buy |
1,371
+831
| +154% | +$65.5K | 0.04% | 323 |
|
|
2021
Q2 | $42K | Buy |
+540
| New | +$42K | 0.02% | 478 |
|