Stokes Family Office’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
Q1
Sell
-125,290
Closed -$10M 270
2021
Q4
$10M Sell
125,290
-3,187
-2% -$255K 1.25% 17
2021
Q3
$10.1M Sell
128,477
-12,127
-9% -$951K 1.4% 16
2021
Q2
$10.9M Buy
+140,604
New +$10.9M 1.54% 15