SVWAG
Sound View Wealth Advisors Group’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
3,500
-1,000
| -22% | -$92.3K | 0.02% | 333 |
|
|
2025
Q1 | $341K | Hold |
4,500
| – | – | 0.03% | 313 |
|
|
2024
Q4 | $381K | Hold |
4,500
| – | – | 0.03% | 301 |
|
|
2024
Q3 | $371K | Hold |
4,500
| – | – | 0.03% | 302 |
|
|
2024
Q2 | $373K | Hold |
4,500
| – | – | 0.04% | 270 |
|
|
2024
Q1 | $337K | Hold |
4,500
| – | – | 0.04% | 287 |
|
|
2023
Q4 | $307K | Hold |
4,500
| – | – | 0.03% | 302 |
|
|
2023
Q3 | $260K | Hold |
4,500
| – | – | 0.03% | 310 |
|
|
2023
Q2 | $280K | Hold |
4,500
| – | – | 0.04% | 298 |
|
|
2023
Q1 | $245K | Hold |
4,500
| – | – | 0.03% | 316 |
|
|
2022
Q4 | $307K | Buy |
+4,500
| New | +$307K | 0.03% | 302 |
|
|
2022
Q3 | – | Sell |
-4,500
| Closed | -$206K | – | 277 |
|
|
2022
Q2 | $206K | Hold |
4,500
| – | – | 0.04% | 272 |
|
|
2022
Q1 | $261K | Hold |
4,500
| – | – | 0.05% | 256 |
|
|
2021
Q4 | $290K | Hold |
4,500
| – | – | 0.05% | 244 |
|
|
2021
Q3 | $255K | Buy |
+4,500
| New | +$255K | 0.05% | 252 |
|