Burt Wealth 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
2021 Q1	–	Sell	-544	Closed	-$46K	–	228
2020 Q4	$46K	Hold	544	–	–	0.02%	184
2020 Q3	$41K	Hold	544	–	–	0.02%	189
2020 Q2	$37K	Hold	544	–	–	0.02%	191
2020 Q1	$28K	Hold	544	–	–	0.01%	205
2019 Q4	$32K	Hold	544	–	–	0.01%	203
2019 Q3	$28K	Hold	544	–	–	0.01%	209
2019 Q2	$27K	Hold	544	–	–	0.01%	210
2019 Q1	$26K	Hold	544	–	–	0.01%	217
2018 Q4	$22K	Hold	544	–	–	0.01%	227
2018 Q3	$26K	Hold	544	–	–	0.01%	230
2018 Q2	$24K	Hold	544	–	–	0.01%	234
2018 Q1	$23K	Hold	544	–	–	0.01%	242
2017 Q4	$22K	Hold	544	–	–	0.01%	235
2017 Q3	$20K	Hold	544	–	–	0.01%	232
2017 Q2	$19K	Hold	544	–	–	0.01%	253
2017 Q1	$18K	Hold	544	–	–	0.01%	231
2016 Q4	$16K	Hold	544	–	–	0.01%	250
2016 Q3	$16K	Hold	544	–	–	0.02%	233
2016 Q2	$14K	Hold	544	–	–	0.02%	243
2016 Q1	$15K	Hold	544	–	–	0.01%	282
2015 Q4	$14K	Hold	544	–	–	0.01%	243
2015 Q3	$13K	Hold	544	–	–	0.02%	222
2015 Q2	$14K	Sell	544 -272	-33%	-$7.34K	0.02%	233
2015 Q1	$21K	Sell	816 -268	-25%	-$7.04K	0.02%	187
2014 Q4	$28K	Buy	+1,084	New	+$27.6K	0.03%	166