SWM
Selective Wealth Management’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-46
| Closed | -$2K | – | 433 |
|
|
2022
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 676 |
|
|
2022
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 696 |
|
|
2022
Q1 | $3K | Sell |
46
-337
| -88% | -$22K | ﹤0.01% | 638 |
|
|
2021
Q4 | $25K | Buy |
+383
| New | +$25K | 0.01% | 381 |
|
|
2020
Q3 | – | Sell |
-39
| Closed | -$9K | – | 367 |
|
|
2020
Q2 | $9K | Buy |
+39
| New | +$9K | 0.01% | 243 |
|