Advocacy Wealth Management Services’s iShares US Tech Independence Focused ETF IETC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-88
| Closed | -$5K | – | 166 |
|
2022
Q1 | $5K | Sell |
88
-1,139
| -93% | -$64.7K | ﹤0.01% | 119 |
|
2021
Q4 | $75K | Sell |
1,227
-435
| -26% | -$26.6K | 0.01% | 47 |
|
2021
Q3 | $93K | Hold |
1,662
| – | – | 0.02% | 44 |
|
2021
Q2 | $91K | Sell |
1,662
-587
| -26% | -$32.1K | 0.02% | 50 |
|
2021
Q1 | $111K | Sell |
2,249
-213,490
| -99% | -$10.5M | 0.02% | 48 |
|
2020
Q4 | $10.3M | Sell |
215,739
-1,441
| -0.7% | -$68.5K | 1.53% | 12 |
|
2020
Q3 | $9.33M | Buy |
217,180
+133,024
| +158% | +$5.71M | 1.5% | 11 |
|
2020
Q2 | $3.22M | Buy |
+84,156
| New | +$3.22M | 0.65% | 20 |
|