WealthPLAN Partners’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 |
-3,818
| Closed | -$311K | – | 396 |
|
|
2021
Q4 | $311K | Sell |
3,818
-466
| -11% | -$38K | 0.02% | 312 |
|
|
2021
Q3 | $346K | Sell |
4,284
-1,102
| -20% | -$89K | 0.02% | 297 |
|
|
2021
Q2 | $436K | Buy |
+5,386
| New | +$436K | 0.03% | 247 |
|
|
2016
Q3 | $10.2K | Hold |
200
| – | – | ﹤0.01% | 599 |
|
|
2016
Q2 | $9.56K | Buy |
+200
| New | +$9.56K | ﹤0.01% | 1762 |
|
|
2015
Q4 | $10.6K | Buy |
+200
| New | +$10.6K | ﹤0.01% | 1125 |
|