Clear Point Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-209
| Closed | -$31.7K | – | 335 |
|
|
2024
Q3 | $31.7K | Hold |
209
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $31.5K | Hold |
209
| – | – | 0.03% | 228 |
|
|
2024
Q1 | $28.2K | Hold |
209
| – | – | 0.02% | 247 |
|
|
2023
Q4 | $25.7K | Buy |
+209
| New | +$25.7K | 0.02% | 242 |
|