Camarda Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,662
| Closed | -$306K | – | 121 |
|
2021
Q4 | $306K | Buy |
+2,662
| New | +$306K | 0.17% | 69 |
|
2016
Q3 | – | Sell |
-604
| Closed | -$16K | – | 231 |
|
2016
Q2 | $16K | Sell |
604
-4,356
| -88% | -$115K | 0.01% | 190 |
|
2016
Q1 | $135K | Sell |
4,960
-9,432
| -66% | -$257K | 0.08% | 121 |
|
2015
Q4 | $385K | Sell |
14,392
-872
| -6% | -$23.3K | 0.24% | 72 |
|
2015
Q3 | $377K | Buy |
15,264
+2,808
| +23% | +$69.4K | 0.23% | 64 |
|
2015
Q2 | $326K | Buy |
12,456
+6,428
| +107% | +$168K | 0.18% | 64 |
|
2015
Q1 | $158K | Buy |
6,028
+2,976
| +98% | +$78K | 0.09% | 89 |
|
2014
Q4 | $80K | Buy |
3,052
+1,340
| +78% | +$35.1K | 0.05% | 107 |
|
2014
Q3 | $43K | Buy |
1,712
+16
| +0.9% | +$402 | 0.03% | 123 |
|
2014
Q2 | $41K | Buy |
1,696
+504
| +42% | +$12.2K | 0.03% | 138 |
|
2014
Q1 | $27K | Buy |
+1,192
| New | +$27K | 0.02% | 125 |
|