Heritage Wealth Advisors’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
Q4 | – | Sell |
-85
| Closed | -$12.9K | – | 632 |
|
|
2024
Q3 | $12.9K | Hold |
85
| – | – | ﹤0.01% | 427 |
|
|
2024
Q2 | $12.8K | Sell |
85
-180
| -68% | -$27.1K | ﹤0.01% | 415 |
|
|
2024
Q1 | $35.8K | Sell |
265
-114
| -30% | -$15.4K | ﹤0.01% | 354 |
|
|
2023
Q4 | $46.5K | Sell |
379
-179
| -32% | -$22K | ﹤0.01% | 342 |
|
|
2023
Q3 | $58.5K | Hold |
558
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $60.7K | Sell |
558
-34
| -6% | -$3.7K | ﹤0.01% | 294 |
|
|
2023
Q1 | $54.9K | Hold |
592
| – | – | ﹤0.01% | 310 |
|
|
2022
Q4 | $44.1K | Hold |
592
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $43.4K | Hold |
592
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $47K | Hold |
592
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $61K | Hold |
592
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $68K | Hold |
592
| – | – | ﹤0.01% | 299 |
|
|
2021
Q3 | $59.9K | Hold |
592
| – | – | ﹤0.01% | 304 |
|
|
2021
Q2 | $58.8K | Hold |
592
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $51.9K | Hold |
592
| – | – | ﹤0.01% | 331 |
|
|
2020
Q4 | $50K | Sell |
592
-8
| -1% | -$676 | ﹤0.01% | 326 |
|
|
2020
Q3 | $45.2K | Hold |
600
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $40.5K | Hold |
600
| – | – | 0.01% | 271 |
|
|
2020
Q1 | $30.7K | Hold |
600
| – | – | 0.01% | 281 |
|
|
2019
Q4 | $34.9K | Hold |
600
| – | – | ﹤0.01% | 326 |
|
|
2019
Q3 | $30K | Hold |
600
| – | – | ﹤0.01% | 319 |
|
|
2019
Q2 | $29.7K | Hold |
600
| – | – | ﹤0.01% | 305 |
|
|
2019
Q1 | $28.6K | Hold |
600
| – | – | ﹤0.01% | 271 |
|
|
2018
Q4 | $23K | Buy |
+600
| New | +$23K | ﹤0.01% | 252 |
|