Summit Financial Group’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
Q1 | $1.83M | Hold |
|
|||||
|
2023
Q4 | $1.67M | Hold |
|
|||||
|
2023
Q3 | $1.42M | Hold |
|
|||||
|
2023
Q2 | $1.53M | Hold |
|
|||||
|
2023
Q1 | $1.33M | Hold |
|
|||||
|
2022
Q4 | $1.1M | Sell |
|
|||||
|
2022
Q3 | $1.05M | Sell |
|
|||||
|
2022
Q2 | $1.18M | Hold |
|
|||||
|
2022
Q1 | $1.5M | Sell |
|
|||||
|
2021
Q4 | $1.7M | Hold |
|
|||||
|
2021
Q3 | $1.49M | Hold |
|
|||||
|
2021
Q2 | $1.48M | Buy |
|
|||||
|
2021
Q1 | $412K | Hold |
|
|||||
|
2020
Q4 | $402K | Hold |
|
|||||
|
2020
Q3 | $353K | Hold |
|
|||||
|
2020
Q2 | $315K | Hold |
|
|||||
|
2020
Q1 | $244K | Hold |
|
|||||
|
2019
Q4 | $282K | Hold |
|
|||||
|
2019
Q3 | $248K | Sell |
|
|||||
|
2019
Q2 | $285K | Hold |
|
|||||
|
2019
Q1 | $272K | Hold |
|
|||||
|
2018
Q4 | $229K | Hold |
|
|||||
|
2018
Q3 | $278K | Hold |
|
|||||
|
2018
Q2 | $261K | Sell |
|
|||||
|
2018
Q1 | $267K | Hold |
|
|||||
|
2017
Q4 | $260K | Sell |
|
|||||
|
2017
Q3 | $297K | Hold |
|
|||||
|
2017
Q2 | $274K | Buy |
|