Householder Group Estate & Retirement Specialist’s iShares Global Materials ETF MXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $12K | Hold |
167
| – | – | 0.01% | 349 |
|
2024
Q3 | $15K | Hold |
167
| – | – | ﹤0.01% | 749 |
|
2024
Q2 | $14K | Hold |
167
| – | – | ﹤0.01% | 748 |
|
2024
Q1 | $14.9K | Hold |
167
| – | – | ﹤0.01% | 726 |
|
2023
Q4 | $14K | Hold |
167
| – | – | ﹤0.01% | 697 |
|
2023
Q3 | $13.1K | Buy |
+167
| New | +$13.1K | ﹤0.01% | 727 |
|
2023
Q1 | $14K | Buy |
+167
| New | +$14K | 0.01% | 717 |
|
2022
Q4 | – | Sell |
-227
| Closed | -$15K | – | 820 |
|
2022
Q3 | $15K | Buy |
+227
| New | +$15K | 0.01% | 645 |
|