LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.59M | Buy |
58,818
+648
| +1% | +$28.5K | 1.11% | 30 |
|
|
2020
Q2 | $2.28M | Buy |
58,170
+2,130
| +4% | +$83.6K | 1.04% | 31 |
|
|
2020
Q1 | $1.7M | Sell |
56,040
-20,838
| -27% | -$633K | 0.92% | 35 |
|
|
2019
Q4 | $2.7M | Sell |
76,878
-540
| -0.7% | -$18.9K | 1.2% | 25 |
|
|
2019
Q3 | $2.39M | Buy |
77,418
+4,692
| +6% | +$145K | 1.12% | 27 |
|
|
2019
Q2 | $2.18M | Sell |
72,726
-38,058
| -34% | -$1.14M | 1.05% | 30 |
|
|
2019
Q1 | $3.16M | Buy |
110,784
+3,906
| +4% | +$111K | 1.68% | 20 |
|
|
2018
Q4 | $2.57M | Buy |
106,878
+14,478
| +16% | +$348K | 1.6% | 23 |
|
|
2018
Q3 | $2.7M | Buy |
+92,400
| New | +$2.7M | 1.46% | 24 |
|