Visionary Wealth Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,979
| Closed | -$583K | – | 473 |
|
|
2022
Q1 | $583K | Buy |
15,979
+126
| +0.8% | +$4.6K | 0.05% | 231 |
|
|
2021
Q4 | $664K | Buy |
15,853
+430
| +3% | +$18K | 0.05% | 198 |
|
|
2021
Q3 | $634K | Buy |
15,423
+4,579
| +42% | +$188K | 0.07% | 165 |
|
|
2021
Q2 | $434K | Buy |
10,844
+4,771
| +79% | +$191K | 0.04% | 216 |
|
|
2021
Q1 | $215K | Buy |
+6,073
| New | +$215K | 0.02% | 301 |
|