HCMNY
Howard Capital Management (New York)’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $19.3M | Buy |
227,268
+166,260
| +273% | +$14.1M | 2.17% | 23 |
|
|
2020
Q3 | $18.4M | Sell |
61,008
-41
| -0.1% | -$12.3K | 2.32% | 19 |
|
|
2020
Q2 | $16.5M | Sell |
61,049
-3,178
| -5% | -$857K | 2.19% | 19 |
|
|
2020
Q1 | $13.1M | Sell |
64,227
-1,729
| -3% | -$353K | 2.24% | 18 |
|
|
2019
Q4 | $15.3M | Sell |
65,956
-2,020
| -3% | -$470K | 1.92% | 22 |
|
|
2019
Q3 | $13.9M | Sell |
67,976
-1,689
| -2% | -$345K | 1.98% | 21 |
|
|
2019
Q2 | $13.8M | Sell |
69,665
-1,353
| -2% | -$268K | 1.88% | 24 |
|
|
2019
Q1 | $13.5M | Sell |
71,018
-17,669
| -20% | -$3.37M | 1.91% | 23 |
|
|
2018
Q4 | $14.2M | Sell |
88,687
-2,449
| -3% | -$392K | 2.34% | 15 |
|
|
2018
Q3 | $17.7M | Sell |
91,136
-6,814
| -7% | -$1.32M | 2.36% | 11 |
|
|
2018
Q2 | $17.5M | Sell |
97,950
-5,490
| -5% | -$979K | 2.51% | 10 |
|
|
2018
Q1 | $17.4M | Buy |
103,440
+2,156
| +2% | +$363K | 2.53% | 10 |
|
|
2017
Q4 | $16.5M | Buy |
101,284
+385
| +0.4% | +$62.7K | 2.42% | 12 |
|
|
2017
Q3 | $15.1M | Buy |
100,899
+1,486
| +1% | +$223K | 2.33% | 15 |
|
|
2017
Q2 | $13.9M | Buy |
99,413
+1,740
| +2% | +$243K | 2.18% | 18 |
|
|
2017
Q1 | $13.2M | Sell |
97,673
-14,404
| -13% | -$1.95M | 2.2% | 20 |
|
|
2016
Q4 | $13.5M | Buy |
112,077
+1,540
| +1% | +$185K | 2.39% | 15 |
|
|
2016
Q3 | $13.2M | Buy |
110,537
+936
| +0.9% | +$111K | 2.39% | 15 |
|
|
2016
Q2 | $11.5M | Sell |
109,601
-3,184
| -3% | -$335K | 2.22% | 17 |
|
|
2016
Q1 | $12.2M | Buy |
112,785
+21,306
| +23% | +$2.31M | 2.4% | 16 |
|
|
2015
Q4 | $9.79M | Buy |
91,479
+3,186
| +4% | +$341K | 1.92% | 21 |
|
|
2015
Q3 | $8.73M | Buy |
88,293
+2,380
| +3% | +$235K | 1.78% | 26 |
|
|
2015
Q2 | $8.99M | Buy |
85,913
+745
| +0.9% | +$78K | 1.71% | 24 |
|
|
2015
Q1 | $8.94M | Sell |
85,168
-671
| -0.8% | -$70.4K | 1.72% | 26 |
|
|
2014
Q4 | $8.96M | Buy |
85,839
+3,391
| +4% | +$354K | 1.72% | 26 |
|
|
2014
Q3 | $8.31M | Sell |
82,448
-2,394
| -3% | -$241K | 1.66% | 27 |
|
|
2014
Q2 | $8.22M | Sell |
84,842
-3,543
| -4% | -$343K | 1.62% | 31 |
|
|
2014
Q1 | $8.05M | Buy |
88,385
+4,036
| +5% | +$368K | 1.59% | 30 |
|
|
2013
Q4 | $7.46M | Buy |
84,349
+1,138
| +1% | +$101K | 1.53% | 32 |
|
|
2013
Q3 | $6.56M | Sell |
83,211
-1,874
| -2% | -$148K | 1.6% | 31 |
|
|
2013
Q2 | $6.27M | Buy |
+85,085
| New | +$6.27M | 1.64% | 27 |
|