Williams Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-28,190
| Closed | -$1.64M | – | 33 |
|
|
2022
Q1 | $1.64M | Sell |
28,190
-1,974
| -7% | -$115K | 1.24% | 17 |
|
|
2021
Q4 | $1.94M | Sell |
30,164
-6,823
| -18% | -$439K | 1.47% | 19 |
|
|
2021
Q3 | $2.1M | Buy |
36,987
+19,425
| +111% | +$1.1M | 1.81% | 18 |
|
|
2021
Q2 | $988K | Sell |
17,562
-21,828
| -55% | -$1.23M | 0.8% | 20 |
|
|
2021
Q1 | $2.02M | Sell |
39,390
-3,474
| -8% | -$178K | 1.74% | 16 |
|
|
2020
Q4 | $2.14M | Buy |
+42,864
| New | +$2.14M | 2.02% | 14 |
|