Carroll Financial Associates’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
Q4 | $529K | Sell |
|
|||||
|
2021
Q3 | $955K | Buy |
|
|||||
|
2021
Q2 | $610K | Hold |
|
|||||
|
2021
Q1 | $538K | Sell |
|
|||||
|
2020
Q4 | $558K | Sell |
|
|||||
|
2020
Q3 | $525K | Hold |
|
|||||
|
2020
Q2 | $471K | Sell |
|
|||||
|
2020
Q1 | $365K | Buy |
|
|||||
|
2019
Q4 | $321K | Sell |
|
|||||
|
2019
Q3 | $363K | Sell |
|
|||||
|
2019
Q2 | $536K | Buy |
|
|||||
|
2019
Q1 | $507K | Hold |
|
|||||
|
2018
Q4 | $429K | Buy |
|
|||||
|
2018
Q3 | $442K | Hold |
|
|||||
|
2018
Q2 | $406K | Sell |
|
|||||
|
2018
Q1 | $393K | Sell |
|
|||||
|
2017
Q4 | $388K | Hold |
|
|||||
|
2017
Q3 | $362K | Sell |
|
|||||
|
2017
Q2 | $377K | Hold |
|
|||||
|
2017
Q1 | $364K | Buy |
|
|||||
|
2016
Q4 | $320K | Hold |
|
|||||
|
2016
Q3 | $317K | Buy |
|
|||||
|
2016
Q2 | $161K | Hold |
|
|||||
|
2016
Q1 | $166K | Sell |
|
|||||
|
2015
Q4 | $175K | Buy |
|
|||||
|
2015
Q3 | $158K | Buy |
|
|||||
|
2015
Q2 | $152K | Buy |
|
|||||
|
2015
Q1 | $60K | Sell |
|
|||||
|
2014
Q4 | $174K | Sell |
|
|||||
|
2014
Q3 | $245K | Hold |
|
|||||
|
2014
Q2 | $232K | Hold |
|
|||||
|
2014
Q1 | $218K | Hold |
|
|||||
|
2013
Q4 | $211K | Hold |
|
|||||
|
2013
Q3 | $188K | Buy |
|
|||||
|
2013
Q2 | $0 | Buy |
|