High Net Worth Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-145
| Closed | -$10.2K | – | 388 |
|
2022
Q4 | $10.2K | Hold |
145
| – | – | ﹤0.01% | 500 |
|
2022
Q3 | $9K | Hold |
145
| – | – | ﹤0.01% | 543 |
|
2022
Q2 | $10K | Hold |
145
| – | – | ﹤0.01% | 527 |
|
2022
Q1 | $12K | Hold |
145
| – | – | ﹤0.01% | 510 |
|
2021
Q4 | $12K | Buy |
+145
| New | +$12K | ﹤0.01% | 519 |
|