Cypress Wealth Services’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Sell |
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|
2025
Q2 | $957K | Sell |
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2025
Q1 | $803K | Sell |
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|
2024
Q4 | $925K | Sell |
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|
2024
Q3 | $955K | Sell |
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|
2024
Q2 | $964K | Sell |
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|
2024
Q1 | $873K | Sell |
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|
2023
Q4 | $929K | Sell |
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|
2023
Q3 | $889K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $945K | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.77M | Sell |
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|
2022
Q1 | $3.39M | Sell |
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|
2021
Q4 | $4.69M | Sell |
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|
2021
Q3 | $4.3M | Buy |
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|
2021
Q2 | $4.09M | Sell |
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|
2021
Q1 | $5.66M | Buy |
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|
2020
Q4 | $5.26M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.76M | Buy |
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|
2020
Q1 | $2.07M | Buy |
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|
2019
Q4 | $2.16M | Buy |
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|
2019
Q3 | $762K | Buy |
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|
2019
Q2 | $582K | Sell |
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|
2019
Q1 | $573K | Buy |
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