Legacy Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $310K | Hold |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $483K | Hold |
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|
2021
Q1 | $427K | Hold |
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|
2020
Q4 | $414K | Buy |
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|
2020
Q3 | $361K | Buy |
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|
2020
Q2 | $311K | Hold |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $268K | Buy |
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