Patriot Financial Group Insurance Agency’s iShares Global Industrials ETF EXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$14K | – | 888 |
|
|
2022
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 1130 |
|
|
2022
Q1 | $17K | Hold |
150
| – | – | ﹤0.01% | 1148 |
|
|
2021
Q4 | $19K | Hold |
150
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q3 | $18K | Hold |
150
| – | – | ﹤0.01% | 1255 |
|
|
2021
Q2 | $18K | Hold |
150
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q1 | $17K | Hold |
150
| – | – | ﹤0.01% | 1165 |
|
|
2020
Q4 | $16K | Hold |
150
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 918 |
|
|
2020
Q2 | $13K | Hold |
150
| – | – | 0.01% | 881 |
|
|
2020
Q1 | $11K | Hold |
150
| – | – | 0.01% | 826 |
|
|
2019
Q4 | $15K | Hold |
150
| – | – | 0.01% | 743 |
|
|
2019
Q3 | $14K | Hold |
150
| – | – | 0.01% | 731 |
|
|
2019
Q2 | $14K | Hold |
150
| – | – | 0.01% | 730 |
|
|
2019
Q1 | $13K | Hold |
150
| – | – | 0.01% | 644 |
|
|
2018
Q4 | $12K | Hold |
150
| – | – | 0.01% | 576 |
|
|
2018
Q3 | $14K | Buy |
+150
| New | +$14K | 0.01% | 556 |
|