BDO Wealth Advisors’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
Q2 | $248K | Hold |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $195K | Hold |
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|
2022
Q3 | $192K | Hold |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | $221K | Sell |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $168K | Buy |
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|
2019
Q4 | $152K | Hold |
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|
2019
Q3 | $134K | Hold |
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|
2019
Q2 | $130K | Hold |
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|
2019
Q1 | $125K | Sell |
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|
2018
Q4 | $141K | Hold |
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|
2018
Q3 | $171K | Sell |
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|
2018
Q2 | $166K | Sell |
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|
2018
Q1 | $161K | Sell |
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|
2017
Q4 | $164K | Hold |
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|
2017
Q3 | $151K | Sell |
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|
2017
Q2 | $177K | Buy |
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