MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,146
| Closed | -$221K | – | 81 |
|
|
2025
Q1 | $221K | Hold |
2,146
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $206K | Buy |
2,146
+24
| +1% | +$2.31K | 0.06% | 80 |
|
|
2024
Q3 | $201K | Buy |
+2,122
| New | +$201K | 0.06% | 82 |
|
|
2024
Q2 | – | Sell |
-2,785
| Closed | -$241K | – | 82 |
|
|
2024
Q1 | $241K | Hold |
2,785
| – | – | 0.08% | 73 |
|
|
2023
Q4 | $219K | Buy |
+2,785
| New | +$219K | 0.08% | 80 |
|
|
2022
Q2 | – | Sell |
-2,784
| Closed | -$221K | – | 78 |
|
|
2022
Q1 | $221K | Hold |
2,784
| – | – | 0.09% | 75 |
|
|
2021
Q4 | $222K | Hold |
2,784
| – | – | 0.09% | 77 |
|
|
2021
Q3 | $218K | Sell |
2,784
-1
| -0% | -$78 | 0.1% | 77 |
|
|
2021
Q2 | $216K | Buy |
2,785
+1
| +0% | +$78 | 0.1% | 78 |
|
|
2021
Q1 | $204K | Sell |
2,784
-1
| -0% | -$73 | 0.1% | 76 |
|
|
2020
Q4 | $180K | Hold |
2,785
| – | – | 0.08% | 77 |
|
|
2020
Q3 | $148K | Hold |
2,785
| – | – | 0.08% | 78 |
|
|
2020
Q2 | $145K | Buy |
+2,785
| New | +$145K | 0.08% | 83 |
|
|
2018
Q2 | – | Sell |
-2,902
| Closed | -$201K | – | 68 |
|
|
2018
Q1 | $201K | Hold |
2,902
| – | – | 0.14% | 70 |
|
|
2017
Q4 | $203K | Buy |
+2,902
| New | +$203K | 0.14% | 76 |
|
|
2017
Q3 | – | Sell |
-2,875
| Closed | -$187K | – | 213 |
|
|
2017
Q2 | $187K | Buy |
+2,875
| New | +$187K | 0.13% | 72 |
|