Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79K | Buy |
88
+28
| +47% | +$3.12K | ﹤0.01% | 651 |
|
|
2025
Q1 | $6.23K | Hold |
60
| – | – | ﹤0.01% | 697 |
|
|
2024
Q4 | $5.81K | Buy |
+60
| New | +$5.81K | ﹤0.01% | 708 |
|
|
2022
Q1 | – | Sell |
-34,973
| Closed | -$2.94M | – | 161 |
|
|
2021
Q4 | $2.94M | Sell |
34,973
-8,804
| -20% | -$740K | 0.77% | 29 |
|
|
2021
Q3 | $3.6M | Sell |
43,777
-3,801
| -8% | -$312K | 0.99% | 25 |
|
|
2021
Q2 | $3.63M | Buy |
+47,578
| New | +$3.63M | 1.04% | 25 |
|