FinTrust Capital 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 | $216K | Sell |
1,426
-193
| -12% | -$29.3K | 0.04% | 297 |
|
|
2024
Q2 | $244K | Sell |
1,619
-371
| -19% | -$55.8K | 0.04% | 261 |
|
|
2024
Q1 | $269K | Sell |
1,990
-143
| -7% | -$19.3K | 0.05% | 243 |
|
|
2023
Q4 | $262K | Buy |
2,133
+469
| +28% | +$57.6K | 0.05% | 237 |
|
|
2023
Q3 | $175K | Buy |
1,664
+1,593
| +2,244% | +$167K | 0.04% | 275 |
|
|
2023
Q2 | $5.29K | Hold |
71
| – | – | ﹤0.01% | 853 |
|
|
2023
Q1 | $5.29K | Hold |
71
| – | – | ﹤0.01% | 850 |
|
|
2022
Q4 | $5.29K | Buy |
+71
| New | +$5.29K | ﹤0.01% | 852 |
|
|
2022
Q1 | – | Sell |
-465
| Closed | -$53K | – | 1253 |
|
|
2021
Q4 | $53K | Buy |
+465
| New | +$53K | 0.01% | 536 |
|