9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $249K | Hold |
|
|||||
|
2024
Q2 | $247K | Hold |
|
|||||
|
2024
Q1 | $222K | Hold |
|
|||||
|
2023
Q4 | $202K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $228K | Hold |
|
|||||
|
2022
Q2 | $249K | Hold |
|
|||||
|
2022
Q1 | $321K | Hold |
|
|||||
|
2021
Q4 | $358K | Sell |
|
|||||
|
2021
Q3 | $317K | Hold |
|
|||||
|
2021
Q2 | $311K | Hold |
|
|||||
|
2021
Q1 | $274K | Hold |
|
|||||
|
2020
Q4 | $266K | Hold |
|
|||||
|
2020
Q3 | $229K | Buy |
|