LWM
LBA Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $171K | Sell |
1,265
-300
| -19% | -$40.6K | 0.09% | 112 |
|
|
2016
Q4 | $188K | Sell |
1,565
-300
| -16% | -$36K | 0.1% | 107 |
|
|
2016
Q3 | $222K | Hold |
1,865
| – | – | 0.13% | 104 |
|
|
2016
Q2 | $196K | Hold |
1,865
| – | – | 0.11% | 108 |
|
|
2016
Q1 | $202K | Sell |
1,865
-230
| -11% | -$24.9K | 0.12% | 107 |
|
|
2015
Q4 | $224K | Sell |
2,095
-250
| -11% | -$26.7K | 0.13% | 110 |
|
|
2015
Q3 | $232K | Hold |
2,345
| – | – | 0.15% | 99 |
|
|
2015
Q2 | $245K | Hold |
2,345
| – | – | 0.15% | 93 |
|
|
2015
Q1 | $246K | Sell |
2,345
-235
| -9% | -$24.7K | 0.16% | 94 |
|
|
2014
Q4 | $269K | Sell |
2,580
-200
| -7% | -$20.9K | 0.18% | 84 |
|
|
2014
Q3 | $280K | Sell |
2,780
-325
| -10% | -$32.7K | 0.19% | 63 |
|
|
2014
Q2 | $301K | Hold |
3,105
| – | – | 0.25% | 61 |
|
|
2014
Q1 | $283K | Hold |
3,105
| – | – | 0.23% | 65 |
|
|
2013
Q4 | $275K | Buy |
+3,105
| New | +$275K | 0.23% | 64 |
|