WealthOne’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
Q2 | – | Sell |
-9,870
| Closed | -$506K | – | 133 |
|
|
2021
Q1 | $506K | Sell |
9,870
-3,126
| -24% | -$160K | 0.22% | 66 |
|
|
2020
Q4 | $650K | Buy |
12,996
+2,508
| +24% | +$125K | 0.31% | 42 |
|
|
2020
Q3 | $461K | Buy |
10,488
+1,518
| +17% | +$66.7K | 0.26% | 50 |
|
|
2020
Q2 | $352K | Sell |
8,970
-1,032
| -10% | -$40.5K | 0.22% | 60 |
|
|
2020
Q1 | $304K | Buy |
+10,002
| New | +$304K | 0.23% | 61 |
|
|
2019
Q4 | – | Sell |
-13,362
| Closed | -$412K | – | 94 |
|
|
2019
Q3 | $412K | Buy |
13,362
+3,810
| +40% | +$117K | 0.29% | 51 |
|
|
2019
Q2 | $286K | Buy |
+9,552
| New | +$286K | 0.2% | 77 |
|