Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.4M | Sell |
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|
2017
Q3 | $2.71M | Buy |
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.51M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $13.5M | Hold |
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|
2015
Q2 | $13.5M | Sell |
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|
2015
Q1 | $42.5M | Buy |
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|
2014
Q4 | $34.7M | Buy |
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|
2014
Q3 | $31.8M | Buy |
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|
2014
Q2 | $26.8M | Sell |
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|
2014
Q1 | $36.1M | Buy |
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|
2013
Q4 | $27.1M | Sell |
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|
2013
Q3 | $38.1M | Buy |
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|
2013
Q2 | $17.2M | Buy |
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