Garrett Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,592
| Closed | -$298K | – | 62 |
|
|
2021
Q4 | $298K | Hold |
2,592
| – | – | 0.14% | 47 |
|
|
2021
Q3 | $262K | Hold |
2,592
| – | – | 0.17% | 46 |
|
|
2021
Q2 | $258K | Hold |
2,592
| – | – | 0.17% | 41 |
|
|
2021
Q1 | $227K | Hold |
2,592
| – | – | 0.16% | 42 |
|
|
2020
Q4 | $221K | Buy |
+2,592
| New | +$221K | 0.17% | 43 |
|
|
2019
Q4 | – | Sell |
-2,592
| Closed | -$132K | – | 356 |
|
|
2019
Q3 | $132K | Buy |
+2,592
| New | +$132K | 0.09% | 70 |
|