TRUE Private 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
2022
Q1
Sell
-5,892
Closed -$471K 256
2021
Q4
$471K Sell
5,892
-1,841
-24% -$147K 0.07% 155
2021
Q3
$606K Sell
7,733
-2,053
-21% -$161K 0.09% 130
2021
Q2
$759K Buy
+9,786
New +$759K 0.11% 107