Regal Investment Advisors’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
Q3 | – | Sell |
-10,157
| Closed | -$464K | – | 507 |
|
|
2022
Q2 | $464K | Sell |
10,157
-29,627
| -74% | -$1.35M | 0.05% | 294 |
|
|
2022
Q1 | $2.31M | Buy |
39,784
+11,752
| +42% | +$682K | 0.21% | 112 |
|
|
2021
Q4 | $1.81M | Sell |
28,032
-29,073
| -51% | -$1.87M | 0.16% | 138 |
|
|
2021
Q3 | $3.24M | Buy |
57,105
+17,235
| +43% | +$977K | 0.31% | 81 |
|
|
2021
Q2 | $2.24M | Buy |
+39,870
| New | +$2.24M | 0.23% | 113 |
|
|
2021
Q1 | – | Sell |
-31,518
| Closed | -$1.58M | – | 233 |
|
|
2020
Q4 | $1.58M | Buy |
+31,518
| New | +$1.58M | 0.18% | 136 |
|
|
2020
Q3 | – | Sell |
-25,758
| Closed | -$1.01M | – | 134 |
|
|
2020
Q2 | $1.01M | Buy |
+25,758
| New | +$1.01M | 0.19% | 119 |
|