WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.1K | Sell |
126
-54
| -30% | -$5.18K | ﹤0.01% | 566 |
|
|
2024
Q3 | $17K | Hold |
180
| – | – | ﹤0.01% | 532 |
|
|
2024
Q2 | $15.3K | Sell |
180
-48
| -21% | -$4.08K | ﹤0.01% | 500 |
|
|
2024
Q1 | $19.8K | Buy |
+228
| New | +$19.8K | 0.01% | 454 |
|
|
2023
Q4 | – | Sell |
-656
| Closed | -$46.2K | – | 530 |
|
|
2023
Q3 | $46.2K | Sell |
656
-22
| -3% | -$1.55K | 0.02% | 326 |
|
|
2023
Q2 | $48.5K | Sell |
678
-42
| -6% | -$3K | 0.02% | 320 |
|
|
2023
Q1 | $49.7K | Sell |
720
-153
| -18% | -$10.6K | 0.02% | 320 |
|
|
2022
Q4 | $61.4K | Sell |
873
-3,218
| -79% | -$226K | 0.04% | 159 |
|
|
2022
Q3 | $251K | Sell |
4,091
-1,361
| -25% | -$83.5K | 0.18% | 91 |
|
|
2022
Q2 | $358K | Sell |
5,452
-334
| -6% | -$22K | 0.24% | 69 |
|
|
2022
Q1 | $460K | Buy |
+5,786
| New | +$460K | 0.27% | 62 |
|