Vickerman & Driscoll Financial 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
2018
Q4
Sell
-4,247
Closed -$280K 91
2018
Q3
$280K Sell
4,247
-240
-5% -$15.8K 0.2% 67
2018
Q2
$288K Sell
4,487
-6,306
-58% -$405K 0.21% 66
2018
Q1
$747K Sell
10,793
-6,402
-37% -$443K 0.55% 54
2017
Q4
$1.2M Buy
+17,195
New +$1.2M 0.94% 36