VERITY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,140
| Closed | -$357K | – | 56 |
|
|
2020
Q4 | $357K | Hold |
7,140
| – | – | 0.32% | 41 |
|
|
2020
Q3 | $314K | Buy |
7,140
+1,020
| +17% | +$44.9K | 0.32% | 41 |
|
|
2020
Q2 | $240K | Buy |
+6,120
| New | +$240K | 0.26% | 44 |
|
|
2020
Q1 | – | Sell |
-6,120
| Closed | -$215K | – | 47 |
|
|
2019
Q4 | $215K | Buy |
+6,120
| New | +$215K | 0.21% | 48 |
|