FundX Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,820
| Closed | -$335K | – | 43 |
|
|
2021
Q1 | $335K | Sell |
3,820
-18,085
| -83% | -$1.59M | 0.19% | 34 |
|
|
2020
Q4 | $1.86M | Sell |
21,905
-19,091
| -47% | -$1.62M | 0.78% | 20 |
|
|
2020
Q3 | $3.09M | Buy |
40,996
+8,440
| +26% | +$635K | 1.19% | 17 |
|
|
2020
Q2 | $2.2M | Sell |
32,556
-20
| -0.1% | -$1.35K | 0.93% | 21 |
|
|
2020
Q1 | $1.67M | Buy |
32,576
+5,884
| +22% | +$301K | 0.61% | 20 |
|
|
2019
Q4 | $1.55M | Buy |
+26,692
| New | +$1.55M | 0.42% | 31 |
|
|
2015
Q1 | – | Sell |
-121,600
| Closed | -$3.17M | – | 26 |
|
|
2014
Q4 | $3.17M | Buy |
+121,600
| New | +$3.17M | 0.95% | 13 |
|