Family Asset Management’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 | $61.9K | Sell |
408
-115
| -22% | -$17.4K | 0.04% | 131 |
|
|
2024
Q2 | $78.7K | Hold |
523
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $70.6K | Hold |
523
| – | – | 0.04% | 119 |
|
|
2023
Q4 | $64.2K | Sell |
523
-140
| -21% | -$17.2K | 0.04% | 124 |
|
|
2023
Q3 | $69.6K | Sell |
663
-245
| -27% | -$25.7K | 0.05% | 121 |
|
|
2023
Q2 | $98.9K | Sell |
908
-3
| -0.3% | -$327 | 0.07% | 125 |
|
|
2023
Q1 | $84.6K | Sell |
911
-2,581
| -74% | -$240K | 0.06% | 121 |
|
|
2022
Q4 | $260K | Buy |
+3,492
| New | +$260K | 0.22% | 79 |
|