CWA
Continuum Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Hold |
5,760
| – | – | 0.26% | 30 |
|
|
2025
Q1 | $436K | Hold |
5,760
| – | – | 0.22% | 30 |
|
|
2024
Q4 | $488K | Hold |
5,760
| – | – | 0.25% | 32 |
|
|
2024
Q3 | $475K | Hold |
5,760
| – | – | 0.26% | 32 |
|
|
2024
Q2 | $477K | Sell |
5,760
-897
| -13% | -$74.3K | 0.25% | 31 |
|
|
2024
Q1 | $498K | Buy |
6,657
+897
| +16% | +$67.1K | 0.28% | 32 |
|
|
2023
Q4 | $393K | Hold |
5,760
| – | – | 0.25% | 30 |
|
|
2023
Q3 | $333K | Hold |
5,760
| – | – | 0.23% | 34 |
|
|
2023
Q2 | $358K | Hold |
5,760
| – | – | 0.25% | 33 |
|
|
2023
Q1 | $313K | Hold |
5,760
| – | – | 0.26% | 29 |
|
|
2022
Q4 | $258K | Buy |
+5,760
| New | +$258K | 0.26% | 35 |
|