WP
WealthSource Partners’s iShares Global Financials ETF IXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,600
| Closed | -$365K | – | 559 |
|
|
2022
Q1 | $365K | Sell |
4,600
-128,920
| -97% | -$10.2M | 0.02% | 409 |
|
|
2021
Q4 | $10.7M | Buy |
133,520
+1,487
| +1% | +$119K | 0.85% | 18 |
|
|
2021
Q3 | $10.4M | Sell |
132,033
-31,683
| -19% | -$2.49M | 0.9% | 18 |
|
|
2021
Q2 | $12.7M | Buy |
+163,716
| New | +$12.7M | 1.13% | 15 |
|