CWM
C2C Wealth Management’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,928
| Closed | -$692K | – | 158 |
|
|
2023
Q3 | $692K | Hold |
11,928
| – | – | 0.1% | 106 |
|
|
2023
Q2 | $763K | Hold |
11,928
| – | – | 0.1% | 108 |
|
|
2023
Q1 | $630K | Hold |
11,928
| – | – | 0.1% | 124 |
|
|
2022
Q4 | $561K | Sell |
11,928
-30
| -0.3% | -$1.41K | 0.1% | 93 |
|
|
2022
Q3 | $539K | Hold |
11,958
| – | – | 0.11% | 97 |
|
|
2022
Q2 | $579K | Sell |
11,958
-19
| -0.2% | -$920 | 0.11% | 93 |
|
|
2022
Q1 | $655K | Sell |
11,977
-330
| -3% | -$18K | 0.11% | 97 |
|
|
2021
Q4 | $792K | Buy |
+12,307
| New | +$792K | 0.11% | 96 |
|