Tilia Fiduciary Partners’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
Q3
Sell
-244
Closed -$15.2K 284
2023
Q2
$15.2K Buy
244
+1
+0.4% +$62 0.01% 331
2023
Q1
$13.2K Hold
243
0.01% 348
2022
Q4
$10.9K Buy
243
+1
+0.4% +$45 0.01% 356
2022
Q3
$10K Hold
242
0.01% 374
2022
Q2
$11K Sell
242
-19
-7% -$864 0.01% 376
2022
Q1
$15K Hold
261
0.01% 359
2021
Q4
$17K Buy
+261
New +$17K 0.01% 360