Ten Capital Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3
| Closed | -$207 | – | 378 |
|
2023
Q1 | $207 | Buy |
+3
| New | +$207 | ﹤0.01% | 537 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 634 |
|
2022
Q3 | – | Sell |
-33
| Closed | -$2K | – | 592 |
|
2022
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 395 |
|
2022
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 409 |
|
2021
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 396 |
|