HFS
HL Financial Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $427K | Sell |
2,242
-255
| -10% | -$48.6K | 0.01% | 541 |
|
|
2018
Q4 | $399K | Sell |
2,497
-1,105
| -31% | -$177K | 0.01% | 544 |
|
|
2018
Q3 | $699K | Buy |
3,602
+1,680
| +87% | +$326K | 0.01% | 456 |
|
|
2018
Q2 | $343K | Sell |
1,922
-186
| -9% | -$33.2K | 0.01% | 557 |
|
|
2018
Q1 | $355K | Buy |
+2,108
| New | +$355K | 0.01% | 553 |
|
|
2017
Q4 | – | Sell |
-1,853
| Closed | -$278K | – | 670 |
|
|
2017
Q3 | $278K | Hold |
1,853
| – | – | 0.01% | 590 |
|
|
2017
Q2 | $259K | Hold |
1,853
| – | – | 0.01% | 606 |
|
|
2017
Q1 | $250K | Hold |
1,853
| – | – | 0.01% | 600 |
|
|
2016
Q4 | $223K | Buy |
+1,853
| New | +$223K | ﹤0.01% | 620 |
|
|
2014
Q1 | – | Sell |
-38,728
| Closed | -$3.43M | – | 661 |
|
|
2013
Q4 | $3.43M | Buy |
38,728
+692
| +2% | +$61.2K | 0.1% | 125 |
|
|
2013
Q3 | $3M | Buy |
38,036
+10,254
| +37% | +$808K | 0.11% | 121 |
|
|
2013
Q2 | $2.05M | Buy |
+27,782
| New | +$2.05M | 0.08% | 160 |
|