Vickerman & Driscoll 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $439K | Sell |
14,454
-306
| -2% | -$9.29K | 0.27% | 52 |
|
|
2019
Q4 | $518K | Sell |
14,760
-1,818
| -11% | -$63.8K | 0.26% | 55 |
|
|
2019
Q3 | $511K | Hold |
16,578
| – | – | 0.28% | 60 |
|
|
2019
Q2 | $496K | Sell |
16,578
-546
| -3% | -$16.3K | 0.27% | 60 |
|
|
2019
Q1 | $488K | Sell |
17,124
-3,252
| -16% | -$92.7K | 0.28% | 63 |
|
|
2018
Q4 | $489K | Sell |
20,376
-1,500
| -7% | -$36K | 0.38% | 57 |
|
|
2018
Q3 | $638K | Sell |
21,876
-6,474
| -23% | -$189K | 0.45% | 53 |
|
|
2018
Q2 | $777K | Sell |
28,350
-23,748
| -46% | -$651K | 0.57% | 45 |
|
|
2018
Q1 | $1.38M | Sell |
52,098
-26,100
| -33% | -$689K | 1.02% | 31 |
|
|
2017
Q4 | $2M | Buy |
+78,198
| New | +$2M | 1.57% | 15 |
|