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