WR Wealth Planners’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $528K | Hold |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $480K | Buy |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $679K | Sell |
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|
2022
Q2 | $845K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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