Market Street Wealth Management Advisors’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
Q2
Sell
-6,186
Closed -$492K 87
2022
Q1
$492K Sell
6,186
-62,284
-91% -$4.95M 0.17% 57
2021
Q4
$5.48M Buy
68,470
+8,381
+14% +$671K 1.79% 16
2021
Q3
$4.71M Buy
60,089
+16,261
+37% +$1.28M 1.87% 14
2021
Q2
$3.4M Buy
+43,828
New +$3.4M 1.49% 21