Lenox Wealth Advisors’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
Q1 | $420K | Hold |
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|
2021
Q4 | $491K | Hold |
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|
2021
Q3 | $433K | Hold |
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|
2021
Q2 | $425K | Hold |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $363K | Hold |
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|
2020
Q2 | $325K | Hold |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $281K | Hold |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $239K | Hold |
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $193K | Sell |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $196K | Buy |
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