KPW
Kore Private Wealth’s iShares Global Comm Services ETF IXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $599K | Buy |
+11,421
| New | +$599K | 0.11% | 117 |
|
|
2021
Q4 | – | Sell |
-20,852
| Closed | -$1.76M | – | 393 |
|
|
2021
Q3 | $1.76M | Buy |
20,852
+5,344
| +34% | +$452K | 0.19% | 95 |
|
|
2021
Q2 | $1.34M | Buy |
15,508
+432
| +3% | +$37.4K | 0.15% | 113 |
|
|
2021
Q1 | $1.21M | Buy |
15,076
+233
| +2% | +$18.7K | 0.16% | 103 |
|
|
2020
Q4 | $1.1M | Sell |
14,843
-952
| -6% | -$70.7K | 0.17% | 90 |
|
|
2020
Q3 | $1.04M | Hold |
15,795
| – | – | 0.2% | 82 |
|
|
2020
Q2 | $973K | Sell |
15,795
-2,517
| -14% | -$155K | 0.2% | 83 |
|
|
2020
Q1 | $950K | Buy |
+18,312
| New | +$950K | 0.23% | 77 |
|