BFA
BMS Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34,863
| Closed | -$2.24M | – | 114 |
|
|
2022
Q4 | $2.24M | Buy |
+34,863
| New | +$2.24M | 1.49% | 13 |
|
|
2022
Q3 | – | Sell |
-35,457
| Closed | -$2.28M | – | 110 |
|
|
2022
Q2 | $2.28M | Buy |
35,457
+9,730
| +38% | +$626K | 1.49% | 13 |
|
|
2022
Q1 | $1.49M | Sell |
25,727
-9,793
| -28% | -$568K | 0.95% | 19 |
|
|
2021
Q4 | $2.29M | Buy |
+35,520
| New | +$2.29M | 1.45% | 13 |
|