Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-211
| Closed | -$29.8K | – | 980 |
|
|
2024
Q4 | $29.8K | Sell |
211
-96
| -31% | -$13.6K | ﹤0.01% | 1170 |
|
|
2024
Q3 | $45.7K | Buy |
307
+132
| +75% | +$19.6K | ﹤0.01% | 797 |
|
|
2024
Q2 | $23.6K | Hold |
175
| – | – | ﹤0.01% | 895 |
|
|
2024
Q1 | $24.4K | Hold |
175
| – | – | ﹤0.01% | 683 |
|
|
2023
Q4 | $22.3K | Sell |
175
-16
| -8% | -$2.04K | ﹤0.01% | 672 |
|
|
2023
Q3 | $21.6K | Buy |
+191
| New | +$21.6K | ﹤0.01% | 602 |
|