Atlas Private Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-320
| Closed | -$32K | – | 440 |
|
|
2021
Q3 | $32K | Sell |
320
-15
| -4% | -$1.5K | 0.02% | 285 |
|
|
2021
Q2 | $33K | Buy |
335
+15
| +5% | +$1.48K | 0.02% | 282 |
|
|
2021
Q1 | $28K | Hold |
320
| – | – | 0.02% | 312 |
|
|
2020
Q4 | $27K | Hold |
320
| – | – | 0.02% | 294 |
|
|
2020
Q3 | $24K | Sell |
320
-232
| -42% | -$17.4K | 0.02% | 287 |
|
|
2020
Q2 | $37K | Buy |
+552
| New | +$37K | 0.03% | 241 |
|