Homrich & Berg’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1.34M | Sell |
13,233
-461
| -3% | -$46.7K | 0.03% | 192 |
|
2021
Q2 | $1.36M | Sell |
13,694
-60
| -0.4% | -$5.96K | 0.03% | 184 |
|
2021
Q1 | $1.21M | Buy |
13,754
+4,986
| +57% | +$437K | 0.03% | 188 |
|
2020
Q4 | $746K | Buy |
+8,768
| New | +$746K | 0.02% | 225 |
|
2020
Q3 | – | Sell |
-3,048
| Closed | -$206K | – | 348 |
|
2020
Q2 | $206K | Buy |
+3,048
| New | +$206K | 0.01% | 294 |
|