Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-572
| Closed | -$17K | – | 645 |
|
|
2016
Q3 | $17K | Hold |
572
| – | – | 0.01% | 641 |
|
|
2016
Q2 | $15K | Hold |
572
| – | – | 0.01% | 658 |
|
|
2016
Q1 | $16K | Hold |
572
| – | – | 0.01% | 596 |
|
|
2015
Q4 | $15K | Hold |
572
| – | – | 0.01% | 651 |
|
|
2015
Q3 | $14K | Hold |
572
| – | – | 0.01% | 673 |
|
|
2015
Q2 | $15K | Hold |
572
| – | – | 0.01% | 689 |
|
|
2015
Q1 | $15K | Buy |
+572
| New | +$15K | 0.01% | 651 |
|