FDx 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
Q1 | – | Sell |
-6,414
| Closed | -$787K | – | 504 |
|
|
2023
Q4 | $787K | Buy |
6,414
+1,503
| +31% | +$184K | 0.06% | 307 |
|
|
2023
Q3 | $515K | Sell |
4,911
-6,612
| -57% | -$693K | 0.04% | 342 |
|
|
2023
Q2 | $1.26M | Buy |
11,523
+4,095
| +55% | +$446K | 0.07% | 260 |
|
|
2023
Q1 | $553K | Hold |
7,428
| – | – | 0.02% | 401 |
|
|
2022
Q4 | $553K | Buy |
+7,428
| New | +$553K | 0.02% | 401 |
|
|
2015
Q1 | – | Sell |
-38,052
| Closed | -$993K | – | 1907 |
|
|
2014
Q4 | $993K | Buy |
38,052
+15,956
| +72% | +$416K | 0.06% | 301 |
|
|
2014
Q3 | $557K | Buy |
22,096
+344
| +2% | +$8.67K | 0.04% | 533 |
|
|
2014
Q2 | $527K | Sell |
21,752
-21,552
| -50% | -$522K | 0.03% | 557 |
|
|
2014
Q1 | $986K | Buy |
43,304
+21,972
| +103% | +$500K | 0.08% | 250 |
|
|
2013
Q4 | $463K | Buy |
21,332
+9,544
| +81% | +$207K | 0.05% | 384 |
|
|
2013
Q3 | $232K | Buy |
+11,788
| New | +$232K | 0.03% | 517 |
|