Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,340
| Closed | -$364K | – | 271 |
|
|
2023
Q2 | $364K | Hold |
3,340
| – | – | 0.03% | 238 |
|
|
2023
Q1 | $310K | Hold |
3,340
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $249K | Hold |
3,340
| – | – | 0.02% | 266 |
|
|
2022
Q3 | $245K | Hold |
3,340
| – | – | 0.02% | 251 |
|
|
2022
Q2 | $267K | Hold |
3,340
| – | – | 0.02% | 242 |
|
|
2022
Q1 | $344K | Hold |
3,340
| – | – | 0.03% | 226 |
|
|
2021
Q4 | $383K | Hold |
3,340
| – | – | 0.03% | 210 |
|
|
2021
Q3 | $338K | Hold |
3,340
| – | – | 0.03% | 211 |
|
|
2021
Q2 | $332K | Hold |
3,340
| – | – | 0.03% | 215 |
|
|
2021
Q1 | $293K | Hold |
3,340
| – | – | 0.03% | 212 |
|
|
2020
Q4 | $284K | Buy |
+3,340
| New | +$284K | 0.03% | 211 |
|