FWP
Firethorn Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,917
| Closed | -$304K | – | 127 |
|
|
2022
Q2 | $304K | Sell |
5,917
-7,376
| -55% | -$379K | 0.25% | 85 |
|
|
2022
Q1 | $771K | Sell |
13,293
-5,376
| -29% | -$312K | 0.58% | 39 |
|
|
2021
Q4 | $1.2M | Buy |
+18,669
| New | +$1.2M | 0.9% | 22 |
|
|
2021
Q2 | $774K | Sell |
2,294
-1,544
| -40% | -$521K | 0.65% | 39 |
|
|
2021
Q1 | $1.18M | Sell |
3,838
-758
| -16% | -$233K | 1.1% | 19 |
|
|
2020
Q4 | $1.38M | Buy |
+4,596
| New | +$1.38M | 1.49% | 20 |
|