Keystone Financial Services (Colorado)’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
Q3
Sell
-12,594
Closed -$642K 82
2022
Q2
$642K Sell
12,594
-40,253
-76% -$2.05M 0.35% 36
2022
Q1
$2.58M Sell
52,847
-25,156
-32% -$1.23M 1.49% 13
2021
Q4
$5.02M Buy
+78,003
New +$5.02M 2.58% 10