MWS
Maxwell Wealth Strategies’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.85M | Buy |
30,400
+877
| +3% | +$140K | 1.98% | 12 |
|
|
2024
Q3 | $4.54M | Buy |
29,523
+1,439
| +5% | +$221K | 1.93% | 14 |
|
|
2024
Q2 | $4.23M | Sell |
28,084
-35
| -0.1% | -$5.27K | 2.07% | 12 |
|
|
2024
Q1 | $3.9M | Buy |
28,119
+6,705
| +31% | +$930K | 1.98% | 12 |
|
|
2023
Q4 | $2.63M | Buy |
+21,414
| New | +$2.63M | 1.72% | 19 |
|