BAM
Baldrige Asset Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $28K | Sell |
304
-23
| -7% | -$2.12K | 0.01% | 205 |
|
|
2022
Q4 | $24K | Hold |
327
| – | – | 0.01% | 204 |
|
|
2022
Q3 | $24K | Hold |
327
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $26K | Hold |
327
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $34K | Hold |
327
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $38K | Hold |
327
| – | – | 0.01% | 189 |
|
|
2021
Q3 | $33K | Hold |
327
| – | – | 0.01% | 193 |
|
|
2021
Q2 | $33K | Buy |
+327
| New | +$33K | 0.01% | 195 |
|