Consolidated Planning Corp’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,760
| Closed | -$240K | – | 220 |
|
|
2024
Q2 | $240K | Sell |
4,760
-9,380
| -66% | -$473K | 0.04% | 165 |
|
|
2024
Q1 | $677K | Sell |
14,140
-21,765
| -61% | -$1.04M | 0.12% | 99 |
|
|
2023
Q4 | $1.54M | Sell |
35,905
-4,061
| -10% | -$174K | 0.29% | 77 |
|
|
2023
Q3 | $1.46M | Sell |
39,966
-349
| -0.9% | -$12.8K | 0.32% | 76 |
|
|
2023
Q2 | $1.53M | Buy |
40,315
+488
| +1% | +$18.5K | 0.32% | 78 |
|
|
2023
Q1 | $1.32M | Buy |
+39,827
| New | +$1.32M | 0.34% | 74 |
|