Carson Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,441
| Closed | -$330K | – | 172 |
|
|
2024
Q1 | $330K | Sell |
2,441
-4
| -0.2% | -$540 | 0.23% | 108 |
|
|
2023
Q4 | $300K | Buy |
2,445
+4
| +0.2% | +$491 | 0.23% | 108 |
|
|
2023
Q3 | $256K | Hold |
2,441
| – | – | 0.22% | 119 |
|
|
2023
Q2 | $266K | Buy |
2,441
+1
| +0% | +$109 | 0.22% | 117 |
|
|
2023
Q1 | $226K | Buy |
+2,440
| New | +$226K | 0.2% | 125 |
|
|
2022
Q2 | – | Sell |
-2,329
| Closed | -$240K | – | 130 |
|
|
2022
Q1 | $240K | Buy |
2,329
+1
| +0% | +$103 | 0.24% | 110 |
|
|
2021
Q4 | $267K | Buy |
+2,328
| New | +$267K | 0.27% | 97 |
|