LWA
Lineweaver Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37,996
| Closed | -$3.02M | – | 145 |
|
|
2022
Q1 | $3.02M | Sell |
37,996
-2,808
| -7% | -$223K | 0.86% | 24 |
|
|
2021
Q4 | $3.27M | Sell |
40,804
-23,581
| -37% | -$1.89M | 0.94% | 21 |
|
|
2021
Q3 | $5.05M | Sell |
64,385
-16,989
| -21% | -$1.33M | 1.54% | 16 |
|
|
2021
Q2 | $6.32M | Buy |
+81,374
| New | +$6.32M | 2.07% | 13 |
|