KCS Wealth Advisory’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$206K Buy
2022
Q2
Sell
2022
Q1
$208K Hold
2021
Q4
$231K Hold
2021
Q3
$204K Buy