Consolidated Planning Corp’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$240K Sell
2024
Q1
$677K Sell
2023
Q4
$1.54M Sell
2023
Q3
$1.46M Sell
2023
Q2
$1.53M Buy
2023
Q1
$1.32M Buy