CWM
Compass Wealth Management’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,146
| Closed | -$86.8K | – | 280 |
|
|
2025
Q1 | $86.8K | Hold |
1,146
| – | – | 0.02% | 202 |
|
|
2024
Q4 | $97.1K | Hold |
1,146
| – | – | 0.02% | 199 |
|
|
2024
Q3 | $94.6K | Hold |
1,146
| – | – | 0.02% | 205 |
|
|
2024
Q2 | $94.9K | Hold |
1,146
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $85.7K | Hold |
1,146
| – | – | 0.02% | 207 |
|
|
2023
Q4 | $78.1K | Hold |
1,146
| – | – | 0.02% | 208 |
|
|
2023
Q3 | $66.3K | Hold |
1,146
| – | – | 0.02% | 210 |
|
|
2023
Q2 | $71.3K | Hold |
1,146
| – | – | 0.02% | 212 |
|
|
2023
Q1 | $62.3K | Hold |
1,146
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $51.4K | Buy |
+1,146
| New | +$51.4K | 0.02% | 227 |
|