Butensky & Cohen Financial Security’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
Q2 | – | Sell |
-940
| Closed | -$25K | – | 128 |
|
2016
Q1 | $25K | Hold |
940
| – | – | 0.02% | 87 |
|
2015
Q4 | $25K | Hold |
940
| – | – | 0.02% | 90 |
|
2015
Q3 | $23K | Buy |
940
+40
| +4% | +$979 | 0.02% | 88 |
|
2015
Q2 | $24K | Hold |
900
| – | – | 0.02% | 90 |
|
2015
Q1 | $24K | Buy |
900
+20
| +2% | +$533 | 0.02% | 89 |
|
2014
Q4 | $23K | Buy |
+880
| New | +$23K | 0.02% | 89 |
|