LWA
LWS Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,436
| Closed | -$292K | – | 62 |
|
|
2020
Q4 | $292K | Buy |
3,436
+2,530
| +279% | +$215K | 0.13% | 52 |
|
|
2020
Q3 | $273K | Hold |
906
| – | – | 0.13% | 52 |
|
|
2020
Q2 | $244K | Buy |
+906
| New | +$244K | 0.13% | 52 |
|
|
2020
Q1 | – | Sell |
-906
| Closed | -$211K | – | 67 |
|
|
2019
Q4 | $211K | Buy |
+906
| New | +$211K | 0.11% | 54 |
|