55I LLC’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$6.25M Sell
2022
Q2
$13.1M Sell
2022
Q1
$20.7M Sell
2021
Q4
$23.2M Sell
2021
Q3
$27.5M Buy
2021
Q2
$1.59M Sell
2021
Q1
$2.95M Buy
2020
Q4
$942K Sell
2020
Q3
$3.25M Sell
2020
Q2
$3.21M Buy
2020
Q1
$2.53M Buy
2019
Q4
$426K Hold
2019
Q3
$374K Sell
2019
Q2
$371K Buy