DTIM
Danda Trouve Investment Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.25M | Sell |
30,688
-198
| -0.6% | -$14.5K | 4.16% | 11 |
|
|
2022
Q2 | $2.47M | Sell |
30,886
-29,415
| -49% | -$2.35M | 3.8% | 13 |
|
|
2022
Q1 | $6.21M | Sell |
60,301
-10,643
| -15% | -$1.1M | 7.77% | 3 |
|
|
2021
Q4 | $8.15M | Buy |
70,944
+2,283
| +3% | +$262K | 9.23% | 2 |
|
|
2021
Q3 | $6.95M | Buy |
68,661
+2,907
| +4% | +$294K | 8.38% | 1 |
|
|
2021
Q2 | $6.54M | Sell |
65,754
-1,145
| -2% | -$114K | 7.76% | 1 |
|
|
2021
Q1 | $5.87M | Buy |
66,899
+501
| +0.8% | +$43.9K | 7.22% | 1 |
|
|
2020
Q4 | $5.65M | Buy |
66,398
+49,942
| +303% | +$4.25M | 6.89% | 2 |
|
|
2020
Q3 | $4.96M | Sell |
16,456
-16,548
| -50% | -$4.98M | 6.75% | 2 |
|
|
2020
Q2 | $8.91M | Sell |
33,004
-876
| -3% | -$236K | 13.47% | 1 |
|
|
2020
Q1 | $6.93M | Sell |
33,880
-670
| -2% | -$137K | 14.37% | 1 |
|
|
2019
Q4 | $8.04M | Buy |
+34,550
| New | +$8.04M | 11.56% | 1 |
|