OWA
Outlook Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-88,769
| Closed | -$5.44M | – | 192 |
|
|
2022
Q3 | $5.44M | Buy |
88,769
+4,441
| +5% | +$272K | 2.44% | 10 |
|
|
2022
Q2 | $5.54M | Sell |
84,328
-6,810
| -7% | -$448K | 2.27% | 9 |
|
|
2022
Q1 | $7.24M | Buy |
91,138
+14,493
| +19% | +$1.15M | 2.42% | 9 |
|
|
2021
Q4 | $6.14M | Sell |
76,645
-4,788
| -6% | -$383K | 1.8% | 14 |
|
|
2021
Q3 | $6.39M | Buy |
81,433
+1,823
| +2% | +$143K | 2.09% | 8 |
|
|
2021
Q2 | $6.18M | Buy |
+79,610
| New | +$6.18M | 1.98% | 8 |
|