KCS Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,890
| Closed | -$206K | – | 144 |
|
|
2023
Q2 | $206K | Buy |
+1,890
| New | +$206K | 0.07% | 148 |
|
|
2022
Q2 | – | Sell |
-2,014
| Closed | -$208K | – | 162 |
|
|
2022
Q1 | $208K | Hold |
2,014
| – | – | 0.1% | 152 |
|
|
2021
Q4 | $231K | Hold |
2,014
| – | – | 0.09% | 149 |
|
|
2021
Q3 | $204K | Buy |
+2,014
| New | +$204K | 0.1% | 145 |
|