MinichMacGregor Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-488
| Closed | -$23K | – | 303 |
|
|
2018
Q3 | $23K | Hold |
488
| – | – | 0.02% | 204 |
|
|
2018
Q2 | $22K | Hold |
488
| – | – | 0.02% | 202 |
|
|
2018
Q1 | $20K | Sell |
488
-112
| -19% | -$4.59K | 0.02% | 210 |
|
|
2017
Q4 | $24K | Hold |
600
| – | – | 0.02% | 181 |
|
|
2017
Q3 | $22K | Buy |
600
+16
| +3% | +$587 | 0.02% | 188 |
|
|
2017
Q2 | $20K | Hold |
584
| – | – | 0.02% | 192 |
|
|
2017
Q1 | $19K | Hold |
584
| – | – | 0.02% | 193 |
|
|
2016
Q4 | $17K | Buy |
+584
| New | +$17K | 0.02% | 193 |
|