High Net Worth Advisory Group’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-312
| Closed | -$14K | – | 390 |
|
|
2022
Q4 | $14K | Sell |
312
-850
| -73% | -$38.1K | 0.01% | 472 |
|
|
2022
Q3 | $49K | Buy |
1,162
+850
| +272% | +$35.8K | 0.02% | 330 |
|
|
2022
Q2 | $14K | Hold |
312
| – | – | 0.01% | 495 |
|
|
2022
Q1 | $18K | Hold |
312
| – | – | 0.01% | 466 |
|
|
2021
Q4 | $20K | Buy |
+312
| New | +$20K | 0.01% | 463 |
|