Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-16,600
| Closed | -$1.09M | – | 195 |
|
|
2018
Q3 | $1.09M | Buy |
+16,600
| New | +$1.09M | 0.23% | 78 |
|
|
2018
Q1 | – | Sell |
-38,660
| Closed | -$2.7M | – | 197 |
|
|
2017
Q4 | $2.7M | Buy |
38,660
+1,460
| +4% | +$102K | 0.66% | 41 |
|
|
2017
Q3 | $2.48M | Hold |
37,200
| – | – | 0.59% | 46 |
|
|
2017
Q2 | $2.35M | Hold |
37,200
| – | – | 0.65% | 44 |
|
|
2017
Q1 | $2.27M | Hold |
37,200
| – | – | 0.55% | 50 |
|
|
2016
Q4 | $2.15M | Buy |
+37,200
| New | +$2.15M | 0.59% | 44 |
|