Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-27,492
| Closed | -$819K | – | 732 |
|
|
2016
Q3 | $819K | Buy |
+27,492
| New | +$819K | 0.1% | 258 |
|
|
2015
Q1 | – | Sell |
-28,748
| Closed | -$749K | – | 561 |
|
|
2014
Q4 | $749K | Buy |
28,748
+2,940
| +11% | +$76.6K | 0.11% | 237 |
|
|
2014
Q3 | $651K | Buy |
25,808
+3,820
| +17% | +$96.4K | 0.09% | 215 |
|
|
2014
Q2 | $509K | Sell |
21,988
-9,736
| -31% | -$225K | 0.06% | 270 |
|
|
2014
Q1 | $719K | Buy |
31,724
+5,556
| +21% | +$126K | 0.09% | 197 |
|
|
2013
Q4 | $580K | Buy |
26,168
+5,996
| +30% | +$133K | 0.07% | 229 |
|
|
2013
Q3 | $372K | Sell |
20,172
-2,200
| -10% | -$40.6K | 0.05% | 317 |
|
|
2013
Q2 | $410K | Buy |
+22,372
| New | +$410K | 0.06% | 266 |
|