Integer Wealth Advisors Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $846K | Hold |
9,000
| – | – | 0.46% | 35 |
|
|
2020
Q4 | $746K | Hold |
9,000
| – | – | 0.49% | 38 |
|
|
2020
Q3 | $677K | Sell |
9,000
-300
| -3% | -$22.6K | 0.62% | 33 |
|
|
2020
Q2 | $656K | Hold |
9,300
| – | – | 0.67% | 30 |
|
|
2020
Q1 | $566K | Sell |
9,300
-224
| -2% | -$13.6K | 0.64% | 32 |
|
|
2019
Q4 | $599K | Buy |
+9,524
| New | +$599K | 0.59% | 36 |
|