Sigma Planning Corp’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 |
-3,496
| Closed | -$230K | – | 1291 |
|
2022
Q2 | $230K | Sell |
3,496
-4,055
| -54% | -$267K | 0.01% | 1100 |
|
2022
Q1 | $600K | Sell |
7,551
-10,984
| -59% | -$873K | 0.02% | 766 |
|
2021
Q4 | $1.48M | Sell |
18,535
-921
| -5% | -$73.7K | 0.04% | 398 |
|
2021
Q3 | $1.53M | Buy |
19,456
+10,564
| +119% | +$829K | 0.05% | 407 |
|
2021
Q2 | $690K | Buy |
+8,892
| New | +$690K | 0.02% | 685 |
|