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 |
|