Successful Portfolios’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,705
| Closed | -$273K | – | 200 |
|
|
2022
Q1 | $273K | Sell |
4,705
-1,386
| -23% | -$80.4K | 0.16% | 155 |
|
|
2021
Q4 | $392K | Sell |
6,091
-1,098
| -15% | -$70.7K | 0.21% | 119 |
|
|
2021
Q3 | $407K | Buy |
7,189
+1,537
| +27% | +$87K | 0.24% | 110 |
|
|
2021
Q2 | $318K | Sell |
5,652
-3,180
| -36% | -$179K | 0.19% | 132 |
|
|
2021
Q1 | $453K | Sell |
8,832
-210
| -2% | -$10.8K | 0.3% | 95 |
|
|
2020
Q4 | $452K | Buy |
9,042
+330
| +4% | +$16.5K | 0.32% | 83 |
|
|
2020
Q3 | $383K | Buy |
8,712
+24
| +0.3% | +$1.06K | 0.31% | 90 |
|
|
2020
Q2 | $341K | Buy |
8,688
+306
| +4% | +$12K | 0.3% | 92 |
|
|
2020
Q1 | $255K | Buy |
+8,382
| New | +$255K | 0.26% | 104 |
|