Steward Partners Investment Advisory’s iShares Global Industrials ETF EXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3K | Hold |
62
| – | – | ﹤0.01% | 3204 |
|
|
2025
Q1 | $9.01K | Buy |
+62
| New | +$9.01K | ﹤0.01% | 3142 |
|
|
2024
Q4 | – | Sell |
-65
| Closed | -$9.67K | – | 4008 |
|
|
2024
Q3 | $9.67K | Buy |
65
+53
| +442% | +$7.88K | ﹤0.01% | 2959 |
|
|
2024
Q2 | $1.62K | Buy |
+12
| New | +$1.62K | ﹤0.01% | 3324 |
|
|
2020
Q1 | – | Sell |
-55
| Closed | -$5K | – | 2547 |
|
|
2019
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 2230 |
|
|
2019
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 2235 |
|
|
2019
Q2 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 2211 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$5K | – | 1202 |
|
|
2018
Q3 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 2112 |
|