GWMIA
Global Wealth Management Investment Advisory’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-160
| Closed | -$19.6K | – | 298 |
|
|
2023
Q4 | $19.6K | Hold |
160
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $16.8K | Sell |
160
-40
| -20% | -$4.2K | ﹤0.01% | 259 |
|
|
2023
Q2 | $21.8K | Buy |
+200
| New | +$21.8K | 0.01% | 240 |
|
|
2022
Q3 | – | Sell |
-260
| Closed | -$21K | – | 307 |
|
|
2022
Q2 | $21K | Hold |
260
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $27K | Hold |
260
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $30K | Hold |
260
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $26K | Hold |
260
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $26K | Hold |
260
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $23K | Hold |
260
| – | – | 0.01% | 235 |
|
|
2020
Q4 | $22K | Buy |
260
+220
| +550% | +$18.6K | 0.01% | 230 |
|
|
2020
Q3 | $12K | Hold |
40
| – | – | 0.01% | 264 |
|
|
2020
Q2 | $11K | Hold |
40
| – | – | ﹤0.01% | 337 |
|
|
2020
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 362 |
|
|
2019
Q4 | $9K | Hold |
40
| – | – | ﹤0.01% | 366 |
|
|
2019
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 350 |
|
|
2019
Q2 | $8K | Sell |
40
-25
| -38% | -$5K | ﹤0.01% | 393 |
|
|
2019
Q1 | $12K | Hold |
65
| – | – | 0.01% | 357 |
|
|
2018
Q4 | $10K | Buy |
+65
| New | +$10K | 0.01% | 384 |
|