Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $527K | Hold |
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|
2021
Q2 | $516K | Sell |
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|
2021
Q1 | $517K | Hold |
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|
2020
Q4 | $502K | Hold |
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|
2020
Q3 | $444K | Hold |
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|
2020
Q2 | $398K | Hold |
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|
2020
Q1 | $301K | Hold |
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|
2019
Q4 | $343K | Hold |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $292K | Hold |
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|
2019
Q1 | $281K | Hold |
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|
2018
Q4 | $236K | Sell |
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|
2018
Q3 | $561K | Buy |
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|
2018
Q2 | $489K | Hold |
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|
2018
Q1 | $462K | Hold |
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|
2017
Q4 | $447K | Hold |
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|
2017
Q3 | $411K | Hold |
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|
2017
Q2 | $383K | Sell |
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|
2017
Q1 | $377K | Buy |
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|
2016
Q4 | $333K | Hold |
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|
2016
Q3 | $332K | Hold |
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|
2016
Q2 | $292K | Buy |
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|
2016
Q1 | $297 | Hold |
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|
2015
Q4 | $293K | Hold |
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|
2015
Q3 | $284K | Hold |
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|
2015
Q2 | $286K | Hold |
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|
2015
Q1 | $286K | Buy |
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