First Personal Financial Services’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 | $373K | Hold |
2,458
| – | – | 0.08% | 98 |
|
|
2024
Q2 | $370K | Buy |
2,458
+1,916
| +354% | +$288K | 0.08% | 96 |
|
|
2024
Q1 | $73.3K | Hold |
542
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $66.6K | Hold |
542
| – | – | 0.02% | 187 |
|
|
2023
Q3 | $56.9K | Hold |
542
| – | – | 0.01% | 191 |
|
|
2023
Q2 | $59.1K | Hold |
542
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $50.3K | Hold |
542
| – | – | 0.01% | 204 |
|
|
2022
Q4 | $40.4K | Buy |
542
+28
| +5% | +$2.09K | 0.01% | 229 |
|
|
2022
Q3 | $38K | Hold |
514
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $41K | Sell |
514
-32
| -6% | -$2.55K | 0.01% | 195 |
|
|
2022
Q1 | $56K | Hold |
546
| – | – | 0.01% | 178 |
|
|
2021
Q4 | $63K | Hold |
546
| – | – | 0.01% | 178 |
|
|
2021
Q3 | $55K | Sell |
546
-200
| -27% | -$20.1K | 0.01% | 186 |
|
|
2021
Q2 | $74K | Hold |
746
| – | – | 0.02% | 166 |
|
|
2021
Q1 | $65K | Hold |
746
| – | – | 0.02% | 171 |
|
|
2020
Q4 | $63K | Buy |
746
+2
| +0.3% | +$169 | 0.02% | 170 |
|
|
2020
Q3 | $56K | Hold |
744
| – | – | 0.02% | 176 |
|
|
2020
Q2 | $50K | Hold |
744
| – | – | 0.02% | 185 |
|
|
2020
Q1 | $38K | Buy |
744
+80
| +12% | +$4.09K | 0.01% | 196 |
|
|
2019
Q4 | $39K | Hold |
664
| – | – | 0.01% | 211 |
|
|
2019
Q3 | $34K | Hold |
664
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $33K | Buy |
+664
| New | +$33K | 0.01% | 344 |
|