Laidlaw Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,191
| Closed | -$1.28M | – | 103 |
|
|
2024
Q4 | $1.28M | Hold |
13,191
| – | – | 0.56% | 49 |
|
|
2024
Q3 | $1.24M | Sell |
13,191
-151
| -1% | -$14.2K | 0.61% | 51 |
|
|
2024
Q2 | $1.18M | Sell |
13,342
-1,678
| -11% | -$149K | 0.65% | 49 |
|
|
2024
Q1 | $1.26M | Sell |
15,020
-650
| -4% | -$54.7K | 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% | -$131K | 0.2% | 122 |
|
|
2022
Q4 | $965K | Sell |
17,716
-43,226
| -71% | -$2.35M | 0.21% | 124 |
|
|
2022
Q3 | $3.2M | Buy |
60,942
+45,946
| +306% | +$2.41M | 0.75% | 30 |
|
|
2022
Q2 | $917K | Sell |
14,996
-8,037
| -35% | -$491K | 0.19% | 131 |
|
|
2022
Q1 | $1.7M | Sell |
23,033
-3,703
| -14% | -$274K | 0.28% | 97 |
|
|
2021
Q4 | $2.2M | Buy |
+26,736
| New | +$2.2M | 0.35% | 77 |
|
|
2021
Q1 | – | Sell |
-16,146
| Closed | -$1.2M | – | 290 |
|
|
2020
Q4 | $1.2M | Hold |
16,146
| – | – | 0.25% | 108 |
|
|
2020
Q3 | $1.07M | Buy |
16,146
+331
| +2% | +$21.8K | 0.47% | 68 |
|
|
2020
Q2 | $975K | Sell |
15,815
-701
| -4% | -$43.2K | 0.51% | 64 |
|
|
2020
Q1 | $857K | Buy |
+16,516
| New | +$857K | 0.56% | 66 |
|