Sowell Financial Services’s iShares Global Tech ETF IXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-24,763	Closed	-$2.04M	–	559
2024 Q3	$2.04M	Sell	24,763 -1,086	-4%	-$87.7K	0.1%	232
2024 Q2	$2.14M	Buy	25,849 +2,644	+11%	+$201K	0.1%	205
2024 Q1	$1.74M	Sell	23,205 -83	-0.4%	-$5.96K	0.08%	254
2023 Q4	$1.59M	Buy	23,288 +312	+1%	+$19.6K	0.09%	253
2023 Q3	$1.33M	Sell	22,976 -716	-3%	-$43.5K	0.08%	262
2023 Q2	$1.47M	Buy	+23,692	New	+$1.34M	0.08%	278
2023 Q1	–	Sell	-21,958	Closed	-$984K	–	803
2022 Q4	$984K	Buy	+21,958	New	+$1M	0.06%	322
2021 Q2	–	Sell	-48,264	Closed	-$2.56M	–	1641
2021 Q1	$2.56M	Sell	48,264 -870	-2%	-$44.5K	0.09%	203
2020 Q4	$2.46M	Buy	49,134 +480	+1%	+$22.2K	0.11%	176
2020 Q3	$2.14M	Buy	48,654 +1,914	+4%	+$81.4K	0.11%	172
2020 Q2	$1.83M	Sell	46,740 -240	-0.5%	-$8.49K	0.1%	184
2020 Q1	$1.43M	Buy	46,980 +20,052	+74%	+$693K	0.11%	197
2019 Q4	$945K	Buy	26,928 +8,034	+43%	+$264K	0.07%	276
2019 Q3	$582K	Buy	+18,894	New	+$574K	0.05%	368
2019 Q1	$758K	Buy	26,604 +606	+2%	+$16.1K	0.08%	250
2018 Q4	$624K	Buy	+25,998	New	+$680K	0.09%	233