WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $268K | Sell |
3,158
-3,245
| -51% | -$275K | 0.09% | 138 |
|
|
2024
Q3 | $528K | Hold |
6,403
| – | – | 0.15% | 102 |
|
|
2024
Q2 | $530K | Sell |
6,403
-18
| -0.3% | -$1.49K | 0.16% | 93 |
|
|
2024
Q1 | $480K | Buy |
6,421
+46
| +0.7% | +$3.44K | 0.15% | 96 |
|
|
2023
Q4 | $435K | Sell |
6,375
-1,748
| -22% | -$119K | 0.16% | 112 |
|
|
2023
Q3 | $470K | Sell |
8,123
-31
| -0.4% | -$1.79K | 0.18% | 92 |
|
|
2023
Q2 | $507K | Sell |
8,154
-592
| -7% | -$36.8K | 0.2% | 82 |
|
|
2023
Q1 | $475K | Sell |
8,746
-656
| -7% | -$35.7K | 0.21% | 81 |
|
|
2022
Q4 | $421K | Sell |
9,402
-6,701
| -42% | -$300K | 0.26% | 67 |
|
|
2022
Q3 | $679K | Sell |
16,103
-2,392
| -13% | -$101K | 0.48% | 36 |
|
|
2022
Q2 | $845K | Sell |
18,495
-820
| -4% | -$37.5K | 0.56% | 31 |
|
|
2022
Q1 | $1.12M | Buy |
+19,315
| New | +$1.12M | 0.67% | 29 |
|