Heritage Wealth Management (Arizona)’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 | $78.5K | Buy |
1,752
+876
| +100% | +$39.3K | 0.01% | 442 |
|
|
2022
Q3 | $37K | Hold |
876
| – | – | 0.01% | 442 |
|
|
2022
Q2 | $40K | Hold |
876
| – | – | 0.01% | 454 |
|
|
2022
Q1 | $51K | Buy |
+876
| New | +$51K | 0.01% | 469 |
|
|
2021
Q3 | $50K | Sell |
876
-216
| -20% | -$12.3K | 0.02% | 446 |
|
|
2021
Q2 | $61K | Hold |
1,092
| – | – | 0.02% | 431 |
|
|
2021
Q1 | $56K | Buy |
+1,092
| New | +$56K | 0.03% | 358 |
|