AFWM
AMJ Financial Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,982
| Closed | -$878K | – | 55 |
|
|
2022
Q2 | $878K | Sell |
10,982
-1,310
| -11% | -$105K | 0.74% | 23 |
|
|
2022
Q1 | $1.27M | Sell |
12,292
-7,121
| -37% | -$734K | 0.51% | 41 |
|
|
2021
Q4 | $2.23M | Buy |
19,413
+2,466
| +15% | +$283K | 0.8% | 35 |
|
|
2021
Q3 | $1.72M | Buy |
+16,947
| New | +$1.72M | 0.7% | 37 |
|