Divergent Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $664K | Buy |
4,382
+1
| +0% | +$152 | 0.12% | 17 |
|
|
2024
Q2 | $659K | Buy |
4,381
+1,066
| +32% | +$160K | 0.13% | 17 |
|
|
2024
Q1 | $448K | Hold |
3,315
| – | – | 0.09% | 19 |
|
|
2023
Q4 | $407K | Hold |
3,315
| – | – | 0.09% | 24 |
|
|
2023
Q3 | $348K | Sell |
3,315
-1
| -0% | -$105 | 0.08% | 24 |
|
|
2023
Q2 | $361K | Hold |
3,316
| – | – | 0.08% | 23 |
|
|
2023
Q1 | $308K | Sell |
3,316
-584
| -15% | -$54.2K | 0.07% | 24 |
|
|
2022
Q4 | $291K | Buy |
+3,900
| New | +$291K | 0.07% | 25 |
|