Pinnacle Family Advisors’s iShares Global Materials ETF MXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,170
| Closed | -$685K | – | 70 |
|
|
2018
Q3 | $685K | Sell |
10,170
-2,320
| -19% | -$156K | 0.36% | 40 |
|
|
2018
Q2 | $840K | Sell |
12,490
-2,030
| -14% | -$137K | 0.45% | 41 |
|
|
2018
Q1 | $982K | Sell |
14,520
-800
| -5% | -$54.1K | 0.56% | 32 |
|
|
2017
Q4 | $1.07M | Sell |
15,320
-530
| -3% | -$37.2K | 0.5% | 37 |
|
|
2017
Q3 | $1.04M | Buy |
15,850
+760
| +5% | +$49.7K | 0.49% | 41 |
|
|
2017
Q2 | $903K | Buy |
15,090
+710
| +5% | +$42.5K | 0.5% | 40 |
|
|
2017
Q1 | $851K | Sell |
14,380
-11,455
| -44% | -$678K | 0.53% | 37 |
|
|
2016
Q4 | $1.42M | Buy |
+25,835
| New | +$1.42M | 0.87% | 30 |
|