Perigon Wealth Management’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $938K | Sell |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $53K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $616K | Buy |
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|
2018
Q1 | $90K | Sell |
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|
2017
Q4 | $95K | Sell |
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|
2017
Q3 | $485K | Sell |
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $1.59M | Sell |
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|
2016
Q4 | $1.63M | Buy |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.09M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $896K | Sell |
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|
2015
Q3 | $1.06M | Hold |
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|
2015
Q2 | $1.18M | Buy |
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|
2015
Q1 | $1M | Buy |
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|
2014
Q4 | $282K | Buy |
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|
2014
Q3 | $220K | Sell |
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|
2014
Q2 | $231K | Buy |
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|
2014
Q1 | $221K | Buy |
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|
2013
Q4 | $208K | Buy |
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