WR Wealth Planners’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.1K | Sell |
|
|||||
|
2024
Q3 | $17K | Hold |
|
|||||
|
2024
Q2 | $15.3K | Sell |
|
|||||
|
2024
Q1 | $19.8K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $46.2K | Sell |
|
|||||
|
2023
Q2 | $48.5K | Sell |
|
|||||
|
2023
Q1 | $49.7K | Sell |
|
|||||
|
2022
Q4 | $61.4K | Sell |
|
|||||
|
2022
Q3 | $251K | Sell |
|
|||||
|
2022
Q2 | $358K | Sell |
|
|||||
|
2022
Q1 | $460K | Buy |
|