EWM
EPG Wealth Management’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-348
| Closed | -$21.6K | – | 432 |
|
|
2023
Q2 | $21.6K | Hold |
348
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $18.9K | Hold |
348
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $15.6K | Hold |
348
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $15K | Buy |
+348
| New | +$15K | 0.01% | 320 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | -$4K | – | 467 |
|
|
2020
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 624 |
|
|
2019
Q4 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 547 |
|