Copperleaf Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,800
| Closed | -$413K | – | 71 |
|
|
2022
Q3 | $413K | Buy |
+9,800
| New | +$413K | 0.45% | 53 |
|
|
2020
Q4 | – | Sell |
-26,820
| Closed | -$1.18M | – | 57 |
|
|
2020
Q3 | $1.18M | Sell |
26,820
-1,548
| -5% | -$68.1K | 1.13% | 31 |
|
|
2020
Q2 | $1.11M | Sell |
28,368
-6,174
| -18% | -$242K | 1.16% | 30 |
|
|
2020
Q1 | $1.05M | Sell |
34,542
-6,090
| -15% | -$185K | 1.26% | 28 |
|
|
2019
Q4 | $1.43M | Buy |
+40,632
| New | +$1.43M | 1.44% | 25 |
|