Mid Atlantic Financial Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.18M | Buy |
11,694
+417
| +4% | +$42.2K | 0.08% | 214 |
|
|
2021
Q2 | $1.12M | Sell |
11,277
-949
| -8% | -$94.3K | 0.08% | 228 |
|
|
2021
Q1 | $1.07M | Sell |
12,226
-316
| -3% | -$27.7K | 0.08% | 222 |
|
|
2020
Q4 | $1.07M | Buy |
12,542
+198
| +2% | +$16.8K | 0.08% | 218 |
|
|
2020
Q3 | $973K | Buy |
12,344
+440
| +4% | +$34.7K | 0.09% | 216 |
|
|
2020
Q2 | $803K | Buy |
11,904
+120
| +1% | +$8.1K | 0.08% | 229 |
|
|
2020
Q1 | $602K | Buy |
11,784
+436
| +4% | +$22.3K | 0.07% | 262 |
|
|
2019
Q4 | $660K | Buy |
11,348
+284
| +3% | +$16.5K | 0.06% | 314 |
|
|
2019
Q3 | $565K | Buy |
11,064
+824
| +8% | +$42.1K | 0.06% | 317 |
|
|
2019
Q2 | $507K | Buy |
10,240
+276
| +3% | +$13.7K | 0.05% | 361 |
|
|
2019
Q1 | $475K | Buy |
9,964
+92
| +0.9% | +$4.39K | 0.05% | 373 |
|
|
2018
Q4 | $395K | Buy |
+9,872
| New | +$395K | 0.05% | 398 |
|