Stonebridge Financial Planning Group’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 |
-1,200
| Closed | -$97K | – | 242 |
|
|
2021
Q4 | $97K | Hold |
1,200
| – | – | 0.05% | 165 |
|
|
2021
Q3 | $101K | Hold |
1,200
| – | – | 0.05% | 165 |
|
|
2021
Q2 | $93K | Buy |
1,200
+900
| +300% | +$69.8K | 0.05% | 169 |
|
|
2021
Q1 | $23K | Hold |
300
| – | – | 0.01% | 291 |
|
|
2020
Q4 | $20K | Sell |
300
-50
| -14% | -$3.33K | 0.01% | 280 |
|
|
2020
Q3 | $19K | Hold |
350
| – | – | 0.01% | 270 |
|
|
2020
Q2 | $18K | Buy |
350
+150
| +75% | +$7.71K | 0.02% | 274 |
|
|
2020
Q1 | $10K | Hold |
200
| – | – | 0.01% | 301 |
|
|
2019
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 266 |
|