Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $109K | Buy |
1,464
+779
| +114% | +$58K | 0.02% | 402 |
|
|
2022
Q3 | $50K | Sell |
685
-89
| -11% | -$6.5K | 0.02% | 399 |
|
|
2022
Q2 | $61.9K | Sell |
774
-124
| -14% | -$9.91K | 0.02% | 383 |
|
|
2022
Q1 | $93K | Buy |
+898
| New | +$93K | 0.03% | 377 |
|
|
2021
Q3 | $133K | Buy |
1,312
+797
| +155% | +$80.8K | 0.05% | 290 |
|
|
2021
Q2 | $51K | Hold |
515
| – | – | 0.02% | 448 |
|
|
2021
Q1 | $45K | Buy |
+515
| New | +$45K | 0.03% | 393 |
|