Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $605K | Sell |
3,993
-96
| -2% | -$14.6K | 0.11% | 102 |
|
|
2024
Q2 | $615K | Buy |
4,089
+1,425
| +53% | +$214K | 0.12% | 90 |
|
|
2024
Q1 | $360K | Sell |
2,664
-141
| -5% | -$19K | 0.08% | 123 |
|
|
2023
Q4 | $344K | Buy |
2,805
+877
| +45% | +$108K | 0.08% | 115 |
|
|
2023
Q3 | $202K | Sell |
1,928
-891
| -32% | -$93.5K | 0.05% | 147 |
|
|
2023
Q2 | $307K | Sell |
2,819
-383
| -12% | -$41.7K | 0.08% | 121 |
|
|
2023
Q1 | $297K | Buy |
3,202
+293
| +10% | +$27.2K | 0.08% | 117 |
|
|
2022
Q4 | $217K | Buy |
+2,909
| New | +$217K | 0.06% | 146 |
|
|
2021
Q4 | – | Sell |
-413
| Closed | -$42K | – | 540 |
|
|
2021
Q3 | $42K | Buy |
+413
| New | +$42K | 0.01% | 267 |
|