Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.51M | Sell |
50,100
-237,212
| -83% | -$7.13M | 0.24% | 85 |
|
|
2016
Q3 | $8.55M | Buy |
287,312
+220,800
| +332% | +$6.57M | 1.43% | 18 |
|
|
2016
Q2 | $1.75M | Buy |
66,512
+120
| +0.2% | +$3.16K | 0.3% | 66 |
|
|
2016
Q1 | $1.8M | Sell |
66,392
-345,252
| -84% | -$9.37M | 0.3% | 71 |
|
|
2015
Q4 | $11M | Buy |
411,644
+347,848
| +545% | +$9.31M | 2.27% | 13 |
|
|
2015
Q3 | $1.58M | Sell |
63,796
-104,012
| -62% | -$2.57M | 0.39% | 54 |
|
|
2015
Q2 | $4.39M | Buy |
167,808
+103,880
| +162% | +$2.72M | 1.07% | 23 |
|
|
2015
Q1 | $1.68M | Sell |
63,928
-112,576
| -64% | -$2.95M | 0.34% | 55 |
|
|
2014
Q4 | $4.61M | Sell |
176,504
-134,020
| -43% | -$3.5M | 0.94% | 23 |
|
|
2014
Q3 | $7.82M | Sell |
310,524
-19,088
| -6% | -$481K | 2.35% | 9 |
|
|
2014
Q2 | $7.98M | Buy |
329,612
+242,816
| +280% | +$5.88M | 2.06% | 10 |
|
|
2014
Q1 | $1.98M | Sell |
86,796
-279,072
| -76% | -$6.35M | 0.57% | 27 |
|
|
2013
Q4 | $8.09M | Sell |
365,868
-26,264
| -7% | -$581K | 2.8% | 9 |
|
|
2013
Q3 | $7.73M | Buy |
392,132
+9,684
| +3% | +$191K | 2.67% | 10 |
|
|
2013
Q2 | $7.04M | Buy |
+382,448
| New | +$7.04M | 3.24% | 7 |
|