United Capital Financial Advisors’s iShares Global Industrials ETF EXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,969
Closed -$353K 1199
2020
Q1
$353K Sell
4,969
-100
-2% -$7.1K ﹤0.01% 929
2019
Q4
$493K Sell
5,069
-200
-4% -$19.5K ﹤0.01% 986
2019
Q3
$481K Hold
5,269
﹤0.01% 957
2019
Q2
$483K Buy
+5,269
New +$483K ﹤0.01% 1053