BWA
Burt Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-544
| Closed | -$46K | – | 228 |
|
|
2020
Q4 | $46K | Buy |
544
+408
| +300% | +$34.5K | 0.02% | 184 |
|
|
2020
Q3 | $41K | Hold |
136
| – | – | 0.02% | 189 |
|
|
2020
Q2 | $37K | Hold |
136
| – | – | 0.02% | 191 |
|
|
2020
Q1 | $28K | Hold |
136
| – | – | 0.01% | 205 |
|
|
2019
Q4 | $32K | Hold |
136
| – | – | 0.01% | 203 |
|
|
2019
Q3 | $28K | Hold |
136
| – | – | 0.01% | 209 |
|
|
2019
Q2 | $27K | Hold |
136
| – | – | 0.01% | 210 |
|
|
2019
Q1 | $26K | Hold |
136
| – | – | 0.01% | 217 |
|
|
2018
Q4 | $22K | Hold |
136
| – | – | 0.01% | 227 |
|
|
2018
Q3 | $26K | Hold |
136
| – | – | 0.01% | 230 |
|
|
2018
Q2 | $24K | Hold |
136
| – | – | 0.01% | 234 |
|
|
2018
Q1 | $23K | Hold |
136
| – | – | 0.01% | 242 |
|
|
2017
Q4 | $22K | Hold |
136
| – | – | 0.01% | 235 |
|
|
2017
Q3 | $20K | Hold |
136
| – | – | 0.01% | 232 |
|
|
2017
Q2 | $19K | Hold |
136
| – | – | 0.01% | 253 |
|
|
2017
Q1 | $18K | Hold |
136
| – | – | 0.01% | 231 |
|
|
2016
Q4 | $16K | Hold |
136
| – | – | 0.01% | 250 |
|
|
2016
Q3 | $16K | Hold |
136
| – | – | 0.02% | 233 |
|
|
2016
Q2 | $14K | Hold |
136
| – | – | 0.02% | 243 |
|
|
2016
Q1 | $15K | Hold |
136
| – | – | 0.01% | 282 |
|
|
2015
Q4 | $14K | Hold |
136
| – | – | 0.01% | 243 |
|
|
2015
Q3 | $13K | Hold |
136
| – | – | 0.02% | 222 |
|
|
2015
Q2 | $14K | Sell |
136
-68
| -33% | -$7K | 0.02% | 233 |
|
|
2015
Q1 | $21K | Sell |
204
-67
| -25% | -$6.9K | 0.02% | 187 |
|
|
2014
Q4 | $28K | Buy |
+271
| New | +$28K | 0.03% | 166 |
|