Schrum 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
2022
Q4
Sell
-7,964
Closed -$336K 111
2022
Q3
$336K Hold
7,964
0.42% 68
2022
Q2
$364K Sell
7,964
-1,297
-14% -$59.3K 0.41% 71
2022
Q1
$486K Buy
9,261
+1
+0% +$52 0.49% 62
2021
Q4
$595K Buy
+9,260
New +$595K 0.54% 53