Gupta Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $43K | Sell |
1,600
-2,400
| -60% | -$64.5K | 0.01% | 462 |
|
|
2015
Q4 | $107K | Buy |
4,000
+2,400
| +150% | +$64.2K | 0.03% | 313 |
|
|
2015
Q3 | $40K | Hold |
1,600
| – | – | 0.01% | 493 |
|
|
2015
Q2 | $42K | Hold |
1,600
| – | – | 0.01% | 505 |
|
|
2015
Q1 | $42K | Buy |
+1,600
| New | +$42K | 0.01% | 433 |
|