Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-503
| Closed | -$44K | – | 479 |
|
|
2021
Q1 | $44K | Buy |
+503
| New | +$44K | 0.01% | 370 |
|
|
2020
Q2 | $34K | Hold |
500
| – | – | 0.01% | 354 |
|
|
2020
Q1 | $26K | Hold |
500
| – | – | 0.01% | 373 |
|
|
2019
Q4 | $29K | Sell |
500
-100
| -17% | -$5.8K | 0.01% | 398 |
|
|
2019
Q3 | $31K | Hold |
600
| – | – | 0.01% | 391 |
|
|
2019
Q2 | $30K | Hold |
600
| – | – | 0.01% | 398 |
|
|
2019
Q1 | $29K | Buy |
600
+4
| +0.7% | +$193 | 0.01% | 374 |
|
|
2018
Q4 | $24K | Hold |
596
| – | – | 0.01% | 392 |
|
|
2018
Q3 | $29K | Buy |
596
+4
| +0.7% | +$195 | 0.01% | 376 |
|
|
2018
Q2 | $26K | Hold |
592
| – | – | 0.01% | 377 |
|
|
2018
Q1 | $24K | Hold |
592
| – | – | 0.01% | 370 |
|
|
2017
Q4 | $24K | Buy |
+592
| New | +$24K | 0.02% | 336 |
|