Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$10.3K | – | 625 |
|
|
2025
Q1 | $10.3K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2024
Q4 | $9.61K | Hold |
100
| – | – | ﹤0.01% | 513 |
|
|
2024
Q3 | $9.46K | Hold |
100
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $8.51K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $8.66K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $7.86K | Hold |
100
| – | – | ﹤0.01% | 530 |
|
|
2023
Q3 | $7.04K | Hold |
100
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $7.15K | Hold |
100
| – | – | ﹤0.01% | 577 |
|
|
2023
Q1 | $6.9K | Buy |
100
+56
| +127% | +$3.87K | ﹤0.01% | 590 |
|
|
2022
Q4 | $3.09K | Hold |
44
| – | – | ﹤0.01% | 661 |
|
|
2022
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 689 |
|
|
2022
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 725 |
|
|
2022
Q1 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 763 |
|