West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-75
| Closed | -$4.34K | – | 453 |
|
|
2023
Q3 | $4.34K | Sell |
75
-75
| -50% | -$4.34K | ﹤0.01% | 353 |
|
|
2023
Q2 | $9.33K | Hold |
150
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $8.15K | Hold |
150
| – | – | ﹤0.01% | 307 |
|
|
2022
Q4 | $6.72K | Hold |
150
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $7K | Buy |
150
+75
| +100% | +$3.5K | ﹤0.01% | 306 |
|
|
2022
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 372 |
|
|
2021
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 384 |
|