Laidlaw Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,191	Closed	-$1.28M	–	104
2024 Q4	$1.28M	Hold	13,191	–	–	0.56%	49
2024 Q3	$1.24M	Sell	13,191 -151	-1%	-$13.4K	0.61%	51
2024 Q2	$1.18M	Sell	13,342 -1,678	-11%	-$144K	0.65%	49
2024 Q1	$1.26M	Sell	15,020 -650	-4%	-$52K	0.71%	43
2023 Q4	$1.17M	Hold	15,670	–	–	0.42%	72
2023 Q3	$1.07M	Hold	15,670	–	–	0.35%	84
2023 Q2	$1.07M	Hold	15,670	–	–	0.21%	114
2023 Q1	$1M	Sell	15,670 -2,046	-12%	-$124K	0.2%	122
2022 Q4	$965K	Sell	17,716 -43,226	-71%	-$2.33M	0.21%	124
2022 Q3	$3.2M	Buy	60,942 +45,946	+306%	+$2.77M	0.75%	30
2022 Q2	$917K	Sell	14,996 -8,037	-35%	-$534K	0.19%	131
2022 Q1	$1.7M	Sell	23,033 -3,703	-14%	-$281K	0.28%	97
2021 Q4	$2.2M	Buy	+26,736	New	+$2.25M	0.35%	77
2021 Q1	–	Sell	-16,146	Closed	-$1.2M	–	290
2020 Q4	$1.2M	Hold	16,146	–	–	0.25%	108
2020 Q3	$1.06M	Buy	16,146 +331	+2%	+$22K	0.47%	68
2020 Q2	$975K	Sell	15,815 -701	-4%	-$40.9K	0.51%	64
2020 Q1	$857K	Buy	+16,516	New	+$979K	0.56%	66