True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-31,258
| Closed | -$1.43M | – | 133 |
|
|
2022
Q2 | $1.43M | Sell |
31,258
-4,196
| -12% | -$192K | 0.22% | 49 |
|
|
2022
Q1 | $2.06M | Buy |
35,454
+1,441
| +4% | +$83.6K | 0.3% | 32 |
|
|
2021
Q4 | $2.19M | Sell |
34,013
-32,158
| -49% | -$2.07M | 0.29% | 35 |
|
|
2021
Q3 | $3.75M | Sell |
66,171
-18,645
| -22% | -$1.06M | 0.51% | 19 |
|
|
2021
Q2 | $4.77M | Sell |
84,816
-63,138
| -43% | -$3.55M | 0.7% | 16 |
|
|
2021
Q1 | $7.59M | Buy |
147,954
+10,602
| +8% | +$544K | 1.1% | 18 |
|
|
2020
Q4 | $6.87M | Buy |
+137,352
| New | +$6.87M | 1.08% | 18 |
|