Breiter Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,924
| Closed | -$628K | – | 113 |
|
|
2019
Q1 | $628K | Buy |
+14,924
| New | +$628K | 0.84% | 43 |
|
|
2018
Q4 | – | Sell |
-14,224
| Closed | -$690K | – | 93 |
|
|
2018
Q3 | $690K | Sell |
14,224
-196
| -1% | -$9.51K | 0.88% | 44 |
|
|
2018
Q2 | $643K | Sell |
14,420
-504
| -3% | -$22.5K | 0.9% | 38 |
|
|
2018
Q1 | $628K | Sell |
14,924
-8,668
| -37% | -$365K | 0.85% | 42 |
|
|
2017
Q4 | $960K | Buy |
+23,592
| New | +$960K | 1.38% | 14 |
|