BWA
BDO Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $248K | Hold |
2,278
| – | – | 0.03% | 234 |
|
|
2023
Q1 | $211K | Sell |
2,278
-342
| -13% | -$31.7K | 0.03% | 246 |
|
|
2022
Q4 | $195K | Hold |
2,620
| – | – | 0.02% | 259 |
|
|
2022
Q3 | $192K | Hold |
2,620
| – | – | 0.03% | 253 |
|
|
2022
Q2 | $209K | Hold |
2,620
| – | – | 0.03% | 246 |
|
|
2022
Q1 | $270K | Hold |
2,620
| – | – | 0.03% | 233 |
|
|
2021
Q4 | $301K | Hold |
2,620
| – | – | 0.03% | 231 |
|
|
2021
Q3 | $265K | Hold |
2,620
| – | – | 0.03% | 244 |
|
|
2021
Q2 | $260K | Hold |
2,620
| – | – | 0.03% | 254 |
|
|
2021
Q1 | $230K | Sell |
2,620
-310
| -11% | -$27.2K | 0.03% | 266 |
|
|
2020
Q4 | $249K | Buy |
2,930
+2,198
| +300% | +$187K | 0.04% | 215 |
|
|
2020
Q3 | $221K | Sell |
732
-80
| -10% | -$24.2K | 0.04% | 212 |
|
|
2020
Q2 | $219K | Sell |
812
-10
| -1% | -$2.7K | 0.04% | 206 |
|
|
2020
Q1 | $168K | Buy |
822
+167
| +25% | +$34.1K | 0.03% | 219 |
|
|
2019
Q4 | $152K | Hold |
655
| – | – | 0.04% | 216 |
|
|
2019
Q3 | $134K | Hold |
655
| – | – | 0.03% | 230 |
|
|
2019
Q2 | $130K | Hold |
655
| – | – | 0.04% | 227 |
|
|
2019
Q1 | $125K | Sell |
655
-225
| -26% | -$42.9K | 0.04% | 210 |
|
|
2018
Q4 | $141K | Hold |
880
| – | – | 0.05% | 181 |
|
|
2018
Q3 | $171K | Sell |
880
-50
| -5% | -$9.72K | 0.06% | 170 |
|
|
2018
Q2 | $166K | Sell |
930
-25
| -3% | -$4.46K | 0.06% | 168 |
|
|
2018
Q1 | $161K | Sell |
955
-50
| -5% | -$8.43K | 0.06% | 141 |
|
|
2017
Q4 | $164K | Hold |
1,005
| – | – | 0.07% | 121 |
|
|
2017
Q3 | $151K | Sell |
1,005
-260
| -21% | -$39.1K | 0.07% | 118 |
|
|
2017
Q2 | $177K | Buy |
+1,265
| New | +$177K | 0.08% | 134 |
|