Wolff Wiese Magana’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
Q4 | – | Sell |
-1,566
| Closed | -$96K | – | 878 |
|
2022
Q3 | $96K | Buy |
1,566
+2
| +0.1% | +$123 | 0.08% | 164 |
|
2022
Q2 | $103K | Hold |
1,564
| – | – | 0.08% | 171 |
|
2022
Q1 | $125K | Buy |
1,564
+25
| +2% | +$2K | 0.08% | 160 |
|
2021
Q4 | $123K | Buy |
1,539
+64
| +4% | +$5.12K | 0.08% | 177 |
|
2021
Q3 | $116K | Buy |
1,475
+114
| +8% | +$8.97K | 0.08% | 180 |
|
2021
Q2 | $106K | Buy |
+1,361
| New | +$106K | 0.08% | 190 |
|