Perissos Private Wealth Management’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
2025
Q1
Sell
-36,164
Closed -$3.06M 83
2024
Q4
$3.06M Buy
36,164
+111
+0.3% +$9.41K 2.29% 13
2024
Q3
$2.98M Buy
+36,053
New +$2.98M 2.39% 11
2024
Q2
Sell
-18,409
Closed -$1.38M 85
2024
Q1
$1.38M Buy
+18,409
New +$1.38M 1.25% 30