TFO Wealth Partners’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
Q4 | – | Sell |
-25
| Closed | -$1.79K | – | 1014 |
|
|
2023
Q3 | $1.79K | Hold |
25
| – | – | ﹤0.01% | 215 |
|
|
2023
Q2 | $1.79K | Hold |
25
| – | – | ﹤0.01% | 186 |
|
|
2023
Q1 | $1.73K | Sell |
25
-8,649
| -100% | -$597K | ﹤0.01% | 150 |
|
|
2022
Q4 | $507K | Buy |
8,674
+8,649
| +34,596% | +$506K | 0.12% | 27 |
|
|
2022
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 118 |
|
|
2022
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 320 |
|