WFG Advisors’s iShares Global Comm Services ETF IXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-243
| Closed | -$15K | – | 1636 |
|
2016
Q3 | $15K | Hold |
243
| – | – | ﹤0.01% | 1019 |
|
2016
Q2 | $15K | Buy |
243
+2
| +0.8% | +$123 | ﹤0.01% | 981 |
|
2016
Q1 | $15K | Hold |
241
| – | – | ﹤0.01% | 947 |
|
2015
Q4 | $14K | Buy |
241
+1
| +0.4% | +$58 | ﹤0.01% | 992 |
|
2015
Q3 | $14K | Hold |
240
| – | – | ﹤0.01% | 999 |
|
2015
Q2 | $15K | Buy |
240
+2
| +0.8% | +$125 | ﹤0.01% | 1065 |
|
2015
Q1 | $15K | Hold |
238
| – | – | ﹤0.01% | 1073 |
|
2014
Q4 | $14K | Sell |
238
-99
| -29% | -$5.82K | ﹤0.01% | 1337 |
|
2014
Q3 | $21K | Buy |
337
+8
| +2% | +$499 | ﹤0.01% | 1254 |
|
2014
Q2 | $21K | Hold |
329
| – | – | ﹤0.01% | 1249 |
|
2014
Q1 | $22K | Sell |
329
-8
| -2% | -$535 | ﹤0.01% | 1209 |
|
2013
Q4 | $23K | Buy |
337
+2
| +0.6% | +$136 | ﹤0.01% | 1295 |
|
2013
Q3 | $21K | Sell |
335
-87
| -21% | -$5.45K | ﹤0.01% | 1259 |
|
2013
Q2 | $25K | Buy |
+422
| New | +$25K | ﹤0.01% | 1131 |
|