Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-192
| Closed | -$11.9K | – | 376 |
|
|
2023
Q2 | $11.9K | Buy |
192
+1
| +0.5% | +$62 | 0.01% | 341 |
|
|
2023
Q1 | $10.4K | Hold |
191
| – | – | 0.01% | 362 |
|
|
2022
Q4 | $8.58K | Buy |
191
+1
| +0.5% | +$45 | 0.01% | 350 |
|
|
2022
Q3 | $8K | Hold |
190
| – | – | 0.01% | 360 |
|
|
2022
Q2 | $9K | Buy |
190
+1
| +0.5% | +$47 | 0.01% | 363 |
|
|
2022
Q1 | $11K | Hold |
189
| – | – | 0.01% | 367 |
|
|
2021
Q4 | $12K | Hold |
189
| – | – | 0.01% | 385 |
|
|
2021
Q3 | $11K | Buy |
189
+3
| +2% | +$175 | 0.01% | 405 |
|
|
2021
Q2 | $11K | Sell |
186
-1,668
| -90% | -$98.6K | 0.01% | 409 |
|
|
2021
Q1 | $95K | Buy |
1,854
+522
| +39% | +$26.7K | 0.06% | 158 |
|
|
2020
Q4 | $67K | Buy |
+1,332
| New | +$67K | 0.05% | 174 |
|