Blue Chip Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $419K | Buy |
5,568
+4
| +0.1% | +$301 | 0.33% | 66 |
|
2020
Q2 | $375K | Buy |
5,564
+12
| +0.2% | +$809 | 0.36% | 66 |
|
2020
Q1 | $284K | Hold |
5,552
| – | – | 0.35% | 65 |
|
2019
Q4 | $323K | Buy |
5,552
+8
| +0.1% | +$465 | 0.3% | 74 |
|
2019
Q3 | $283K | Hold |
5,544
| – | – | 0.3% | 75 |
|
2019
Q2 | $274K | Buy |
5,544
+8
| +0.1% | +$395 | 0.29% | 78 |
|
2019
Q1 | $264K | Buy |
5,536
+4
| +0.1% | +$191 | 0.3% | 80 |
|
2018
Q4 | $221K | Sell |
5,532
-780
| -12% | -$31.2K | 0.29% | 79 |
|
2018
Q3 | $306K | Buy |
6,312
+4
| +0.1% | +$194 | 0.31% | 77 |
|
2018
Q2 | $281K | Hold |
6,308
| – | – | 0.31% | 82 |
|
2018
Q1 | $265K | Buy |
+6,308
| New | +$265K | 0.27% | 82 |
|