Personal Wealth Partners’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 |
-6,402
| Closed | -$371K | – | 37 |
|
|
2022
Q1 | $371K | Hold |
6,402
| – | – | 0.16% | 57 |
|
|
2021
Q4 | $412K | Hold |
6,402
| – | – | 0.17% | 56 |
|
|
2021
Q3 | $363K | Hold |
6,402
| – | – | 0.15% | 55 |
|
|
2021
Q2 | $360K | Hold |
6,402
| – | – | 0.15% | 56 |
|
|
2021
Q1 | $328K | Buy |
6,402
+1,920
| +43% | +$98.4K | 0.15% | 55 |
|
|
2020
Q4 | $224K | Buy |
+4,482
| New | +$224K | 0.1% | 66 |
|