Mount Yale Investment 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
Q1 | – | Sell |
-11,901
| Closed | -$953K | – | 483 |
|
|
2021
Q4 | $953K | Sell |
11,901
-4,613
| -28% | -$369K | 0.1% | 210 |
|
|
2021
Q3 | $1.3M | Sell |
16,514
-1,360
| -8% | -$107K | 0.15% | 153 |
|
|
2021
Q2 | $1.39M | Buy |
+17,874
| New | +$1.39M | 0.17% | 132 |
|
|
2018
Q3 | – | Sell |
-3,795
| Closed | -$243K | – | 965 |
|
|
2018
Q2 | $243K | Buy |
+3,795
| New | +$243K | 0.05% | 285 |
|