Charter Oak Capital Management’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
Q3 | $4.15M | Buy |
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|
2025
Q2 | $3.69M | Sell |
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|
2025
Q1 | $3.17M | Buy |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $2.07M | Buy |
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|
2023
Q2 | $2.16M | Sell |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.51M | Sell |
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|
2022
Q2 | $3.4M | Sell |
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|
2022
Q1 | $4.39M | Buy |
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|
2021
Q4 | $4.82M | Sell |
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|
2021
Q3 | $4.26M | Buy |
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|
2021
Q2 | $4.22M | Buy |
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|
2021
Q1 | $3.79M | Buy |
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|
2020
Q4 | $3.67M | Buy |
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