CWA
Constellation Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,382
| Closed | -$240K | – | 186 |
|
|
2014
Q3 | $240K | Sell |
2,382
-6,540
| -73% | -$659K | 0.02% | 182 |
|
|
2014
Q2 | $864K | Sell |
8,922
-56,091
| -86% | -$5.43M | 0.1% | 108 |
|
|
2014
Q1 | $5.92M | Buy |
65,013
+23,458
| +56% | +$2.14M | 0.58% | 50 |
|
|
2013
Q4 | $3.68M | Buy |
41,555
+6,135
| +17% | +$543K | 0.35% | 67 |
|
|
2013
Q3 | $2.79M | Buy |
35,420
+10,381
| +41% | +$818K | 0.32% | 75 |
|
|
2013
Q2 | $1.84M | Buy |
+25,039
| New | +$1.84M | 0.22% | 96 |
|