Linscomb Wealth’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
Q1 | – | Sell |
-2,742
| Closed | -$220K | – | 348 |
|
|
2021
Q4 | $220K | Sell |
2,742
-8
| -0.3% | -$642 | 0.01% | 312 |
|
|
2021
Q3 | $216K | Hold |
2,750
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $213K | Sell |
2,750
-169
| -6% | -$13.1K | 0.01% | 312 |
|
|
2021
Q1 | $214K | Buy |
+2,919
| New | +$214K | 0.01% | 311 |
|
|
2018
Q4 | – | Sell |
-3,273
| Closed | -$216K | – | 272 |
|
|
2018
Q3 | $216K | Sell |
3,273
-1,063
| -25% | -$70.2K | 0.02% | 261 |
|
|
2018
Q2 | $278K | Buy |
+4,336
| New | +$278K | 0.02% | 227 |
|