Gradient Investments’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-481
| Closed | -$72.4K | – | 840 |
|
|
2024
Q2 | $72.4K | Hold |
481
| – | – | ﹤0.01% | 441 |
|
|
2024
Q1 | $65K | Sell |
481
-355
| -42% | -$47.9K | ﹤0.01% | 403 |
|
|
2023
Q4 | $103K | Buy |
836
+471
| +129% | +$57.8K | ﹤0.01% | 419 |
|
|
2023
Q3 | $38.3K | Hold |
365
| – | – | ﹤0.01% | 559 |
|
|
2023
Q2 | $39.7K | Hold |
365
| – | – | ﹤0.01% | 549 |
|
|
2023
Q1 | $33.9K | Hold |
365
| – | – | ﹤0.01% | 568 |
|
|
2022
Q4 | $27.2K | Buy |
365
+350
| +2,333% | +$26.1K | ﹤0.01% | 624 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1246 |
|
|
2022
Q2 | $1K | Buy |
15
+2
| +15% | +$133 | ﹤0.01% | 1138 |
|
|
2022
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1106 |
|
|
2021
Q4 | – | Sell |
-187
| Closed | -$19K | – | 1283 |
|
|
2021
Q3 | $19K | Buy |
+187
| New | +$19K | ﹤0.01% | 654 |
|
|
2018
Q2 | – | Sell |
-384
| Closed | -$16K | – | 1067 |
|
|
2018
Q1 | $16K | Hold |
384
| – | – | ﹤0.01% | 529 |
|
|
2017
Q4 | $16K | Buy |
+384
| New | +$16K | ﹤0.01% | 516 |
|
|
2015
Q3 | – | Sell |
-380
| Closed | -$10K | – | 646 |
|
|
2015
Q2 | $10K | Buy |
+380
| New | +$10K | ﹤0.01% | 391 |
|