B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $732 | Buy |
+9,153
| New | +$732 | ﹤0.01% | 346 |
|
|
2020
Q2 | – | Sell |
-9,116
| Closed | -$466K | – | 497 |
|
|
2020
Q1 | $466K | Buy |
+9,116
| New | +$466K | 0.05% | 274 |
|
|
2015
Q3 | – | Sell |
-2,588
| Closed | -$67K | – | 474 |
|
|
2015
Q2 | $67K | Hold |
2,588
| – | – | 0.05% | 349 |
|
|
2015
Q1 | $67K | Buy |
+2,588
| New | +$67K | 0.05% | 363 |
|