Criterion Capital Advisors’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
2024
Q4
$104K Hold
691
0.07% 93
2024
Q3
$104K Hold
691
0.07% 93
2024
Q2
$104K Buy
691
+139
+25% +$20.9K 0.07% 93
2024
Q1
$74.5K Sell
552
-66
-11% -$8.91K 0.05% 107
2023
Q4
$75.9K Buy
+618
New +$75.9K 0.06% 105