Capital Directions Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $109K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $117K | Hold |
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|
2022
Q1 | $151K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $351K | Hold |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $411K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $318K | Hold |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $270K | Hold |
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|
2019
Q1 | $260K | Hold |
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|
2018
Q4 | $218K | Hold |
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|
2018
Q3 | $265K | Hold |
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|
2018
Q2 | $244K | Buy |
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|
2018
Q1 | $168K | Hold |
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|
2017
Q4 | $163K | Hold |
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|
2017
Q3 | $150K | Hold |
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|
2017
Q2 | $140K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $56K | Buy |
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