Valeo 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-418
| Closed | -$48K | – | 863 |
|
2021
Q1 | $48K | Hold |
418
| – | – | ﹤0.01% | 847 |
|
2020
Q4 | $45K | Hold |
418
| – | – | ﹤0.01% | 794 |
|
2020
Q3 | $39K | Hold |
418
| – | – | ﹤0.01% | 701 |
|
2020
Q2 | $35K | Hold |
418
| – | – | ﹤0.01% | 812 |
|
2020
Q1 | $31K | Hold |
418
| – | – | ﹤0.01% | 726 |
|
2019
Q4 | $41K | Buy |
+418
| New | +$41K | ﹤0.01% | 709 |
|