Keystone Wealth Services’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
-3,720
Closed -$245K 169
2022
Q2
$245K Sell
3,720
-6,162
-62% -$406K 0.11% 145
2022
Q1
$785K Sell
9,882
-4,535
-31% -$360K 0.31% 70
2021
Q4
$1.15M Buy
+14,417
New +$1.15M 0.47% 52