Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.9K | Hold |
120
| – | – | ﹤0.01% | 133 |
|
|
2024
Q2 | $18.1K | Hold |
120
| – | – | 0.01% | 130 |
|
|
2024
Q1 | $16.2K | Hold |
120
| – | – | ﹤0.01% | 147 |
|
|
2023
Q4 | $14.2K | Hold |
120
| – | – | ﹤0.01% | 168 |
|
|
2023
Q3 | $12.6K | Hold |
120
| – | – | ﹤0.01% | 144 |
|
|
2023
Q2 | $13.1K | Hold |
120
| – | – | ﹤0.01% | 136 |
|
|
2023
Q1 | $11.1K | Hold |
120
| – | – | ﹤0.01% | 130 |
|
|
2022
Q4 | $8.94K | Hold |
120
| – | – | ﹤0.01% | 140 |
|
|
2022
Q3 | $8.8K | Hold |
120
| – | – | ﹤0.01% | 147 |
|
|
2022
Q2 | $9.59K | Hold |
120
| – | – | ﹤0.01% | 167 |
|
|
2022
Q1 | $12.4K | Hold |
120
| – | – | ﹤0.01% | 162 |
|
|
2021
Q4 | $13.8K | Hold |
120
| – | – | 0.01% | 163 |
|
|
2021
Q3 | $12.2K | Hold |
120
| – | – | 0.01% | 161 |
|
|
2021
Q2 | $11.9K | Hold |
120
| – | – | 0.01% | 137 |
|
|
2021
Q1 | $10.5K | Hold |
120
| – | – | 0.01% | 136 |
|
|
2020
Q4 | $10.2K | Hold |
120
| – | – | 0.01% | 120 |
|
|
2020
Q3 | $9.03K | Buy |
+120
| New | +$9.03K | 0.01% | 116 |
|