LWP
Legacy Wealth Planning’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,960
| Closed | -$237K | – | 92 |
|
|
2022
Q2 | $237K | Sell |
2,960
-44
| -1% | -$3.52K | 0.34% | 69 |
|
|
2022
Q1 | $310K | Hold |
3,004
| – | – | 0.37% | 57 |
|
|
2021
Q4 | $345K | Sell |
3,004
-1,860
| -38% | -$214K | 0.39% | 54 |
|
|
2021
Q3 | $493K | Hold |
4,864
| – | – | 0.55% | 40 |
|
|
2021
Q2 | $483K | Hold |
4,864
| – | – | 0.55% | 42 |
|
|
2021
Q1 | $427K | Hold |
4,864
| – | – | 0.54% | 46 |
|
|
2020
Q4 | $414K | Buy |
4,864
+3,666
| +306% | +$312K | 0.53% | 42 |
|
|
2020
Q3 | $361K | Buy |
1,198
+47
| +4% | +$14.2K | 0.41% | 45 |
|
|
2020
Q2 | $311K | Hold |
1,151
| – | – | 0.37% | 43 |
|
|
2020
Q1 | $235K | Hold |
1,151
| – | – | 0.38% | 57 |
|
|
2019
Q4 | $268K | Buy |
+1,151
| New | +$268K | 0.3% | 58 |
|