Mountain Capital 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
Q2
Sell
-9,856
Closed -$771K 86
2022
Q1
$771K Sell
9,856
-4,443
-31% -$348K 0.36% 72
2021
Q4
$1.21M Sell
14,299
-3,950
-22% -$335K 0.55% 63
2021
Q3
$1.48M Sell
18,249
-721
-4% -$58.5K 0.78% 31
2021
Q2
$1.43M Buy
+18,970
New +$1.43M 0.66% 33