Aveo Capital Partners’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-56,634
| Closed | -$3.86M | – | 376 |
|
|
2023
Q4 | $3.86M | Buy |
+56,634
| New | +$3.86M | 0.47% | 64 |
|
|
2020
Q4 | – | Sell |
-83,292
| Closed | -$3.66M | – | 121 |
|
|
2020
Q3 | $3.66M | Buy |
+83,292
| New | +$3.66M | 1.32% | 19 |
|
|
2020
Q2 | – | Sell |
-93,798
| Closed | -$2.85M | – | 100 |
|
|
2020
Q1 | $2.85M | Buy |
+93,798
| New | +$2.85M | 1.39% | 15 |
|
|
2019
Q3 | – | Sell |
-6,768
| Closed | -$213K | – | 185 |
|
|
2019
Q2 | $213K | Buy |
+6,768
| New | +$213K | 0.09% | 168 |
|
|
2018
Q3 | – | Sell |
-79,740
| Closed | -$2.19M | – | 149 |
|
|
2018
Q2 | $2.19M | Buy |
+79,740
| New | +$2.19M | 0.96% | 22 |
|
|
2017
Q4 | – | Sell |
-77,172
| Closed | -$1.83M | – | 150 |
|
|
2017
Q3 | $1.83M | Buy |
+77,172
| New | +$1.83M | 0.63% | 25 |
|
|
2017
Q1 | – | Sell |
-12,618
| Closed | -$231K | – | 180 |
|
|
2016
Q4 | $231K | Buy |
+12,618
| New | +$231K | 0.07% | 190 |
|