Liberty Wealth Management’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
Q4 | – | Sell |
-3,807
| Closed | -$268K | – | 182 |
|
|
2023
Q3 | $268K | Sell |
3,807
-766
| -17% | -$53.9K | 0.07% | 142 |
|
|
2023
Q2 | $327K | Sell |
4,573
-638
| -12% | -$45.6K | 0.08% | 128 |
|
|
2023
Q1 | $360K | Buy |
+5,211
| New | +$360K | 0.07% | 153 |
|
|
2022
Q3 | $1.05M | Buy |
17,162
+1,010
| +6% | +$61.9K | 0.28% | 49 |
|
|
2022
Q2 | $1.06M | Sell |
16,152
-1,617
| -9% | -$106K | 0.43% | 47 |
|
|
2022
Q1 | $1.41M | Buy |
+17,769
| New | +$1.41M | 0.51% | 42 |
|
|
2021
Q4 | – | Sell |
-49,995
| Closed | -$3.92M | – | 37 |
|
|
2021
Q3 | $3.92M | Sell |
49,995
-1,127
| -2% | -$88.4K | 1.4% | 12 |
|
|
2021
Q2 | $3.97M | Buy |
+51,122
| New | +$3.97M | 1.54% | 14 |
|