Ten Capital Wealth Advisors’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
2023
Q2
$331K Sell
5,335
-4
-0.1% -$248 0.1% 89
2023
Q1
$290K Buy
5,339
+5,164
+2,951% +$281K 0.09% 80
2022
Q4
$7.85K Hold
175
﹤0.01% 336
2022
Q3
$7K Buy
+175
New +$7K ﹤0.01% 363
2021
Q3
Sell
-5,304
Closed -$298K 508
2021
Q2
$298K Sell
5,304
-3,696
-41% -$208K 0.07% 113
2021
Q1
$461K Sell
9,000
-1,620
-15% -$83K 0.11% 96
2020
Q4
$531K Sell
10,620
-2,886
-21% -$144K 0.15% 81
2020
Q3
$594K Buy
+13,506
New +$594K 0.2% 70