WFG 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-154
| Closed | -$11K | – | 1846 |
|
2014
Q4 | $11K | Sell |
154
-1,398
| -90% | -$99.9K | ﹤0.01% | 1405 |
|
2014
Q3 | $109K | Buy |
1,552
+19
| +1% | +$1.33K | 0.02% | 633 |
|
2014
Q2 | $112K | Sell |
1,533
-11
| -0.7% | -$804 | 0.02% | 621 |
|
2014
Q1 | $110K | Buy |
1,544
+165
| +12% | +$11.8K | 0.02% | 605 |
|
2013
Q4 | $99K | Buy |
1,379
+8
| +0.6% | +$574 | 0.01% | 741 |
|
2013
Q3 | $90K | Buy |
1,371
+13
| +1% | +$853 | 0.01% | 732 |
|
2013
Q2 | $80K | Buy |
+1,358
| New | +$80K | 0.01% | 739 |
|