Montecito Bank & Trust’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $859K | Buy |
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|
2025
Q1 | $681K | Hold |
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|
2024
Q4 | $762K | Sell |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $876K | Sell |
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|
2024
Q1 | $944K | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.7M | Sell |
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|
2022
Q2 | $1.88M | Sell |
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|
2022
Q1 | $2.43M | Sell |
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|
2021
Q4 | $2.83M | Sell |
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|
2021
Q3 | $2.61M | Sell |
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|
2021
Q2 | $2.6M | Sell |
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|
2021
Q1 | $2.45M | Buy |
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|
2020
Q4 | $2.38M | Sell |
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|
2020
Q3 | $2.29M | Sell |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $1.75M | Sell |
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|
2019
Q4 | $2.4M | Buy |
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|
2019
Q3 | $294K | Buy |
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