GIA
Goodwin Investment Advisory’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-544
| Closed | -$40K | – | 234 |
|
|
2022
Q3 | $40K | Sell |
544
-37,568
| -99% | -$2.76M | 0.03% | 96 |
|
|
2022
Q2 | $3.05M | Buy |
38,112
+16,568
| +77% | +$1.32M | 2.35% | 12 |
|
|
2022
Q1 | $2.22M | Buy |
21,544
+11,259
| +109% | +$1.16M | 1.52% | 13 |
|
|
2021
Q4 | $1.18M | Buy |
+10,285
| New | +$1.18M | 0.88% | 14 |
|