Curi 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
Q1 | – | Sell |
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|
2023
Q4 | $307K | Hold |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $436K | Sell |
|
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|
2023
Q1 | $2.16M | Buy |
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|
2022
Q4 | $895K | Sell |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $702K | Buy |
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|
2020
Q4 | $565K | Buy |
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