Baystate Wealth Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $3.04M | Buy |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $197K | Buy |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $215K | Sell |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q3 | $190K | Buy |
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|
2020
Q2 | $170K | Sell |
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|
2020
Q1 | $135K | Buy |
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|
2019
Q4 | $142K | Buy |
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|
2019
Q3 | $124K | Buy |
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|
2019
Q2 | $122K | Sell |
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|
2019
Q1 | $134K | Buy |
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|
2018
Q4 | $111K | Buy |
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|
2018
Q3 | $117K | Buy |
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|
2018
Q2 | $120K | Buy |
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|
2018
Q1 | $110K | Buy |
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|
2017
Q4 | $105K | Hold |
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|
2017
Q3 | $92K | Hold |
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|
2017
Q2 | $87K | Hold |
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|
2017
Q1 | $80K | Hold |
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|
2016
Q4 | $73K | Buy |
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