Destiny Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-108
| Closed | -$8.05K | – | 413 |
|
|
2022
Q4 | $8.05K | Buy |
+108
| New | +$8.05K | ﹤0.01% | 507 |
|
|
2022
Q2 | – | Sell |
-2,632
| Closed | -$271K | – | 628 |
|
|
2022
Q1 | $271K | Hold |
2,632
| – | – | 0.05% | 140 |
|
|
2021
Q4 | $302K | Hold |
2,632
| – | – | 0.06% | 142 |
|
|
2021
Q3 | $267K | Sell |
2,632
-3,390
| -56% | -$344K | 0.05% | 146 |
|
|
2021
Q2 | $599K | Buy |
6,022
+1,054
| +21% | +$105K | 0.11% | 112 |
|
|
2021
Q1 | $436K | Hold |
4,968
| – | – | 0.09% | 112 |
|
|
2020
Q4 | $423K | Buy |
+4,968
| New | +$423K | 0.09% | 114 |
|