SWM
SigFig 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
Q2 | – | Sell |
-20,207
| Closed | -$1.6M | – | 99 |
|
|
2022
Q1 | $1.6M | Sell |
20,207
-4,411
| -18% | -$349K | 0.08% | 62 |
|
|
2021
Q4 | $1.55M | Sell |
24,618
-5,547
| -18% | -$348K | 0.07% | 60 |
|
|
2021
Q3 | $1.71M | Buy |
30,165
+28,296
| +1,514% | +$1.6M | 0.09% | 53 |
|
|
2021
Q2 | $631K | Sell |
1,869
-1,668
| -47% | -$563K | 0.03% | 70 |
|
|
2021
Q1 | $1.09M | Buy |
3,537
+1,032
| +41% | +$317K | 0.07% | 56 |
|
|
2020
Q4 | $752K | Buy |
2,505
+579
| +30% | +$174K | 0.05% | 60 |
|
|
2020
Q3 | $505K | Buy |
1,926
+711
| +59% | +$186K | 0.05% | 60 |
|
|
2020
Q2 | $286K | Buy |
+1,215
| New | +$286K | 0.03% | 61 |
|