CWM
Curi Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,500
| Closed | -$307K | – | 71 |
|
|
2023
Q4 | $307K | Hold |
2,500
| – | – | 0.04% | 119 |
|
|
2023
Q3 | $262K | Sell |
2,500
-1,508
| -38% | -$158K | 0.04% | 128 |
|
|
2023
Q2 | $436K | Sell |
4,008
-19,245
| -83% | -$2.09M | 0.06% | 95 |
|
|
2023
Q1 | $2.16M | Buy |
23,253
+11,234
| +93% | +$1.04M | 0.31% | 48 |
|
|
2022
Q4 | $895K | Sell |
12,019
-7,001
| -37% | -$521K | 0.13% | 89 |
|
|
2022
Q3 | $1.4M | Sell |
19,020
-114
| -0.6% | -$8.36K | 0.23% | 56 |
|
|
2022
Q2 | $1.53M | Buy |
19,134
+2,653
| +16% | +$212K | 0.29% | 45 |
|
|
2022
Q1 | $1.7M | Buy |
16,481
+1,684
| +11% | +$173K | 0.29% | 48 |
|
|
2021
Q4 | $1.7M | Buy |
14,797
+855
| +6% | +$98.2K | 0.29% | 48 |
|
|
2021
Q3 | $1.41M | Buy |
13,942
+3,431
| +33% | +$347K | 0.65% | 27 |
|
|
2021
Q2 | $1.04M | Buy |
10,511
+2,506
| +31% | +$249K | 0.52% | 30 |
|
|
2021
Q1 | $702K | Buy |
8,005
+1,354
| +20% | +$119K | 0.44% | 33 |
|
|
2020
Q4 | $565K | Buy |
+6,651
| New | +$565K | 0.41% | 35 |
|