Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
-944
| Closed | -$62K | – | 1179 |
|
|
2022
Q2 | $62K | Sell |
944
-2,177
| -70% | -$143K | 0.01% | 666 |
|
|
2022
Q1 | $248K | Sell |
3,121
-6,645
| -68% | -$528K | 0.04% | 372 |
|
|
2021
Q4 | $782K | Sell |
9,766
-1,443
| -13% | -$116K | 0.13% | 167 |
|
|
2021
Q3 | $879K | Buy |
11,209
+1,455
| +15% | +$114K | 0.16% | 142 |
|
|
2021
Q2 | $757K | Buy |
+9,754
| New | +$757K | 0.14% | 162 |
|