Avantax Planning Partners’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Hold |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $313K | Hold |
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|
2021
Q3 | $276K | Sell |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $183K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $190K | Buy |
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