Concentric Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.37M | Sell |
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|
2024
Q2 | $5.35M | Sell |
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|
2024
Q1 | $4.8M | Sell |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $4.02M | Sell |
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|
2023
Q2 | $4.18M | Sell |
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|
2023
Q1 | $3.67M | Sell |
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|
2022
Q4 | $2.98M | Sell |
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|
2022
Q3 | $3M | Sell |
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|
2022
Q2 | $3.27M | Sell |
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|
2022
Q1 | $4.4M | Sell |
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|
2021
Q4 | $4.91M | Sell |
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|
2021
Q3 | $4.51M | Sell |
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|
2021
Q2 | $4.85M | Sell |
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|
2021
Q1 | $4.41M | Sell |
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|
2020
Q4 | $4.44M | Sell |
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|
2020
Q3 | $4M | Sell |
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|
2020
Q2 | $3.7M | Sell |
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|
2020
Q1 | $2.96M | Sell |
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|
2019
Q4 | $3.64M | Buy |
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