Perigon Wealth Management’s iShares Global Materials ETF MXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $347K | Hold |
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|
2025
Q2 | $321K | Hold |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $430K | Hold |
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|
2021
Q4 | $414K | Hold |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $21K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $27K | Sell |
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|
2017
Q3 | $119K | Sell |
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|
2017
Q2 | $378K | Sell |
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|
2017
Q1 | $380K | Sell |
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|
2016
Q4 | $384K | Buy |
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|
2016
Q3 | $290K | Buy |
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|
2016
Q2 | $263K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $308K | Sell |
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|
2015
Q2 | $386K | Buy |
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|
2015
Q1 | $394K | Buy |
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