Fortis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-482
| Closed | -$44.7K | – | 173 |
|
|
2023
Q1 | $44.7K | Buy |
482
+21
| +5% | +$1.95K | 0.03% | 162 |
|
|
2022
Q4 | $34.3K | Buy |
+461
| New | +$34.3K | 0.03% | 165 |
|
|
2022
Q2 | – | Sell |
-280
| Closed | -$29K | – | 301 |
|
|
2022
Q1 | $29K | Sell |
280
-9
| -3% | -$932 | 0.02% | 201 |
|
|
2021
Q4 | $33K | Buy |
289
+19
| +7% | +$2.17K | 0.02% | 175 |
|
|
2021
Q3 | $27K | Buy |
+270
| New | +$27K | 0.02% | 193 |
|
|
2020
Q4 | – | Sell |
-4,172
| Closed | -$314K | – | 183 |
|
|
2020
Q3 | $314K | Buy |
4,172
+4
| +0.1% | +$301 | 0.29% | 41 |
|
|
2020
Q2 | $281K | Buy |
4,168
+24
| +0.6% | +$1.62K | 0.28% | 46 |
|
|
2020
Q1 | $212K | Buy |
+4,144
| New | +$212K | 0.14% | 73 |
|