SMA
Sage Mountain Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-102
| Closed | -$6.34K | – | 375 |
|
|
2023
Q2 | $6.34K | Hold |
102
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $5.55K | Hold |
102
| – | – | ﹤0.01% | 318 |
|
|
2022
Q4 | $4.57K | Sell |
102
-228
| -69% | -$10.2K | ﹤0.01% | 278 |
|
|
2022
Q3 | $14K | Hold |
330
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $15K | Hold |
330
| – | – | ﹤0.01% | 575 |
|
|
2022
Q1 | $19K | Hold |
330
| – | – | ﹤0.01% | 588 |
|
|
2021
Q4 | $21K | Sell |
330
-222
| -40% | -$14.1K | ﹤0.01% | 646 |
|
|
2021
Q3 | $31K | Buy |
552
+460
| +500% | +$25.8K | ﹤0.01% | 535 |
|
|
2021
Q2 | $31K | Hold |
92
| – | – | 0.01% | 488 |
|
|
2021
Q1 | $28K | Buy |
+92
| New | +$28K | 0.01% | 421 |
|