Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-42
| Closed | -$1K | – | 2503 |
|
|
2018
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 2290 |
|
|
2018
Q2 | $1K | Sell |
42
-612
| -94% | -$14.6K | ﹤0.01% | 2314 |
|
|
2018
Q1 | $17K | Buy |
654
+12
| +2% | +$312 | ﹤0.01% | 1345 |
|
|
2017
Q4 | $16K | Hold |
642
| – | – | ﹤0.01% | 1399 |
|
|
2017
Q3 | $15K | Hold |
642
| – | – | ﹤0.01% | 1407 |
|
|
2017
Q2 | $14K | Buy |
642
+600
| +1,429% | +$13.1K | ﹤0.01% | 1396 |
|
|
2017
Q1 | $1K | Sell |
42
-1,602
| -97% | -$38.1K | ﹤0.01% | 1810 |
|
|
2016
Q4 | $30K | Hold |
1,644
| – | – | ﹤0.01% | 907 |
|
|
2016
Q3 | $30K | Hold |
1,644
| – | – | ﹤0.01% | 931 |
|
|
2016
Q2 | $27K | Hold |
1,644
| – | – | ﹤0.01% | 896 |
|
|
2016
Q1 | $27K | Hold |
1,644
| – | – | ﹤0.01% | 865 |
|
|
2015
Q4 | $27K | Buy |
+1,644
| New | +$27K | 0.01% | 882 |
|