Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,501
| Closed | -$399K | – | 263 |
|
|
2024
Q4 | $399K | Buy |
2,501
+116
| +5% | +$18.5K | 0.04% | 238 |
|
|
2024
Q3 | $362K | Sell |
2,385
-51
| -2% | -$7.73K | 0.04% | 253 |
|
|
2024
Q2 | $367K | Buy |
2,436
+115
| +5% | +$17.3K | 0.04% | 233 |
|
|
2024
Q1 | $307K | Buy |
2,321
+197
| +9% | +$26K | 0.03% | 288 |
|
|
2023
Q4 | $261K | Buy |
2,124
+142
| +7% | +$17.4K | 0.03% | 287 |
|
|
2023
Q3 | $208K | Sell |
1,982
-608
| -23% | -$63.8K | 0.03% | 321 |
|
|
2023
Q2 | $282K | Sell |
2,590
-4
| -0.2% | -$435 | 0.04% | 280 |
|
|
2023
Q1 | $241K | Buy |
+2,594
| New | +$241K | 0.03% | 295 |
|