Stonebridge Financial Planning Group’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
33,669
-1,646
| -5% | -$94.4K | 0.81% | 40 |
|
|
2025
Q1 | $1.73M | Buy |
35,315
+4,329
| +14% | +$212K | 0.79% | 40 |
|
|
2024
Q4 | $1.65M | Buy |
30,986
+8,275
| +36% | +$440K | 0.74% | 42 |
|
|
2024
Q3 | $1.16M | Buy |
22,711
+11,931
| +111% | +$611K | 0.55% | 53 |
|
|
2024
Q2 | $543K | Buy |
10,780
+6,450
| +149% | +$325K | 0.27% | 98 |
|
|
2024
Q1 | $207K | Buy |
+4,330
| New | +$207K | 0.11% | 150 |
|