LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $171K | Sell |
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|
2016
Q4 | $188K | Sell |
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|
2016
Q3 | $222K | Hold |
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|
2016
Q2 | $196K | Hold |
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|
2016
Q1 | $202K | Sell |
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|
2015
Q4 | $224K | Sell |
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|
2015
Q3 | $232K | Hold |
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|
2015
Q2 | $245K | Hold |
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|
2015
Q1 | $246K | Sell |
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|
2014
Q4 | $269K | Sell |
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|
2014
Q3 | $280K | Sell |
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|
2014
Q2 | $301K | Hold |
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|
2014
Q1 | $283K | Hold |
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|
2013
Q4 | $275K | Buy |
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