Marks Group 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
2022
Q1
Sell
-13,262
Closed -$1.06M 318
2021
Q4
$1.06M Buy
13,262
+9,937
+299% +$791K 0.13% 167
2021
Q3
$258K Sell
3,325
-283
-8% -$22K 0.03% 255
2021
Q2
$277K Buy
+3,608
New +$277K 0.04% 220