PWA
Physician Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
5,531
-836
| -13% | -$77.2K | 0.08% | 97 |
|
|
2025
Q1 | $482K | Buy |
6,367
+19
| +0.3% | +$1.44K | 0.08% | 95 |
|
|
2024
Q4 | $538K | Buy |
6,348
+2
| +0% | +$169 | 0.09% | 90 |
|
|
2024
Q3 | $526K | Sell |
6,346
-115
| -2% | -$9.53K | 0.09% | 90 |
|
|
2024
Q2 | $557K | Sell |
6,461
-203
| -3% | -$17.5K | 0.1% | 86 |
|
|
2024
Q1 | $484K | Buy |
6,664
+54
| +0.8% | +$3.92K | 0.1% | 91 |
|
|
2023
Q4 | $468K | Sell |
6,610
-99
| -1% | -$7.01K | 0.1% | 91 |
|
|
2023
Q3 | $399K | Buy |
6,709
+35
| +0.5% | +$2.08K | 0.1% | 92 |
|
|
2023
Q2 | $415K | Sell |
6,674
-271
| -4% | -$16.9K | 0.1% | 88 |
|
|
2023
Q1 | $372K | Sell |
6,945
-20
| -0.3% | -$1.07K | 0.1% | 95 |
|
|
2022
Q4 | $341K | Buy |
6,965
+131
| +2% | +$6.42K | 0.09% | 97 |
|
|
2022
Q3 | $309K | Sell |
6,834
-144
| -2% | -$6.51K | 0.1% | 105 |
|
|
2022
Q2 | $359K | Buy |
6,978
+283
| +4% | +$14.6K | 0.1% | 100 |
|
|
2022
Q1 | $361K | Buy |
6,695
+721
| +12% | +$38.9K | 0.1% | 107 |
|
|
2021
Q4 | $367K | Buy |
5,974
+529
| +10% | +$32.5K | 0.1% | 108 |
|
|
2021
Q3 | $320K | Buy |
5,445
+58
| +1% | +$3.41K | 0.09% | 115 |
|
|
2021
Q2 | $312K | Buy |
5,387
+4,554
| +547% | +$264K | 0.09% | 114 |
|
|
2021
Q1 | $267K | Buy |
833
+69
| +9% | +$22.1K | 0.09% | 121 |
|
|
2020
Q4 | $243K | Sell |
764
-7,706
| -91% | -$2.45M | 0.08% | 124 |
|
|
2020
Q3 | $2.13M | Buy |
8,470
+274
| +3% | +$68.9K | 0.85% | 27 |
|
|
2020
Q2 | $2.1M | Buy |
8,196
+6,851
| +509% | +$1.75M | 0.85% | 27 |
|
|
2020
Q1 | $267K | Sell |
1,345
-154
| -10% | -$30.6K | 0.13% | 86 |
|
|
2019
Q4 | $329K | Hold |
1,499
| – | – | 0.15% | 85 |
|
|
2019
Q3 | $302K | Buy |
+1,499
| New | +$302K | 0.15% | 86 |
|