DDD Partners’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,981
| Closed | -$558K | – | 90 |
|
2022
Q2 | $558K | Buy |
6,981
+316
| +5% | +$25.3K | 0.1% | 49 |
|
2022
Q1 | $687K | Buy |
6,665
+375
| +6% | +$38.7K | 0.09% | 47 |
|
2021
Q4 | $722K | Buy |
6,290
+188
| +3% | +$21.6K | 0.1% | 52 |
|
2021
Q3 | $618K | Buy |
+6,102
| New | +$618K | 0.09% | 49 |
|