Barber Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,472
| Closed | -$202K | – | 139 |
|
|
2019
Q4 | $202K | Sell |
3,472
-1,412
| -29% | -$82.2K | 0.04% | 144 |
|
|
2019
Q3 | $249K | Buy |
+4,884
| New | +$249K | 0.05% | 120 |
|
|
2018
Q4 | – | Sell |
-5,944
| Closed | -$288K | – | 142 |
|
|
2018
Q3 | $288K | Buy |
+5,944
| New | +$288K | 0.07% | 104 |
|
|
2018
Q2 | – | Sell |
-8,932
| Closed | -$376K | – | 131 |
|
|
2018
Q1 | $376K | Sell |
8,932
-600
| -6% | -$25.3K | 0.1% | 89 |
|
|
2017
Q4 | $388K | Sell |
9,532
-1,132
| -11% | -$46.1K | 0.1% | 81 |
|
|
2017
Q3 | $400K | Sell |
10,664
-1,284
| -11% | -$48.2K | 0.11% | 63 |
|
|
2017
Q2 | $417K | Buy |
11,948
+136
| +1% | +$4.75K | 0.14% | 51 |
|
|
2017
Q1 | $399K | Buy |
+11,812
| New | +$399K | 0.14% | 53 |
|