Lantz Financial’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
Q2
Sell
-10,140
Closed -$588K 182
2022
Q1
$588K Sell
10,140
-1,453
-13% -$84.3K 0.24% 97
2021
Q4
$746K Sell
11,593
-690
-6% -$44.4K 0.34% 73
2021
Q3
$696K Buy
12,283
+7,285
+146% +$413K 0.36% 74
2021
Q2
$281K Buy
+4,998
New +$281K 0.14% 126