9258 Wealth Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $249K | Hold |
1,642
| – | – | 0.04% | 303 |
|
|
2024
Q2 | $247K | Hold |
1,642
| – | – | 0.04% | 292 |
|
|
2024
Q1 | $222K | Hold |
1,642
| – | – | 0.03% | 313 |
|
|
2023
Q4 | $202K | Buy |
+1,642
| New | +$202K | 0.04% | 307 |
|
|
2022
Q4 | – | Sell |
-3,114
| Closed | -$228K | – | 336 |
|
|
2022
Q3 | $228K | Hold |
3,114
| – | – | 0.06% | 286 |
|
|
2022
Q2 | $249K | Hold |
3,114
| – | – | 0.06% | 286 |
|
|
2022
Q1 | $321K | Hold |
3,114
| – | – | 0.07% | 262 |
|
|
2021
Q4 | $358K | Sell |
3,114
-14
| -0.4% | -$1.61K | 0.08% | 252 |
|
|
2021
Q3 | $317K | Hold |
3,128
| – | – | 0.08% | 247 |
|
|
2021
Q2 | $311K | Hold |
3,128
| – | – | 0.08% | 252 |
|
|
2021
Q1 | $274K | Hold |
3,128
| – | – | 0.08% | 261 |
|
|
2020
Q4 | $266K | Hold |
3,128
| – | – | 0.09% | 250 |
|
|
2020
Q3 | $229K | Buy |
+3,128
| New | +$229K | 0.09% | 251 |
|