CPA
Clear Perspective Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-300
| Closed | -$54K | – | 171 |
|
|
2019
Q2 | $54K | Buy |
+300
| New | +$54K | 0.03% | 184 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$49K | – | 288 |
|
|
2018
Q2 | $49K | Hold |
300
| – | – | 0.03% | 251 |
|
|
2018
Q1 | $47K | Hold |
300
| – | – | 0.04% | 247 |
|
|
2017
Q4 | $46K | Hold |
300
| – | – | 0.04% | 239 |
|
|
2017
Q3 | $43K | Hold |
300
| – | – | 0.04% | 243 |
|
|
2017
Q2 | $39K | Buy |
300
+100
| +50% | +$13K | 0.03% | 245 |
|
|
2017
Q1 | $25K | Hold |
200
| – | – | 0.02% | 255 |
|
|
2016
Q4 | $22K | Buy |
+200
| New | +$22K | 0.01% | 259 |
|