MFT
Moisand Fitzgerald Tamayo’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-88
| Closed | -$10.8K | – | 625 |
|
|
2023
Q4 | $10.8K | Buy |
+88
| New | +$10.8K | ﹤0.01% | 326 |
|
|
2021
Q2 | – | Sell |
-912
| Closed | -$80K | – | 416 |
|
|
2021
Q1 | $80K | Hold |
912
| – | – | 0.03% | 108 |
|
|
2020
Q4 | $78K | Buy |
912
+684
| +300% | +$58.5K | 0.04% | 109 |
|
|
2020
Q3 | $69K | Hold |
228
| – | – | 0.04% | 106 |
|
|
2020
Q2 | $62K | Hold |
228
| – | – | 0.03% | 108 |
|
|
2020
Q1 | $47K | Hold |
228
| – | – | 0.03% | 115 |
|
|
2019
Q4 | $53K | Hold |
228
| – | – | 0.03% | 118 |
|
|
2019
Q3 | $47K | Hold |
228
| – | – | 0.03% | 120 |
|
|
2019
Q2 | $45K | Hold |
228
| – | – | 0.02% | 120 |
|
|
2019
Q1 | $43K | Hold |
228
| – | – | 0.02% | 124 |
|
|
2018
Q4 | $36K | Hold |
228
| – | – | 0.02% | 124 |
|
|
2018
Q3 | $44K | Hold |
228
| – | – | 0.02% | 129 |
|
|
2018
Q2 | $41K | Hold |
228
| – | – | 0.02% | 129 |
|
|
2018
Q1 | $38K | Hold |
228
| – | – | 0.02% | 133 |
|
|
2017
Q4 | $37K | Hold |
228
| – | – | 0.02% | 119 |
|
|
2017
Q3 | $34K | Buy |
+228
| New | +$34K | 0.02% | 131 |
|
|
2016
Q2 | – | Sell |
-228
| Closed | -$25K | – | 123 |
|
|
2016
Q1 | $25K | Hold |
228
| – | – | 0.02% | 122 |
|
|
2015
Q4 | $24K | Buy |
+228
| New | +$24K | 0.02% | 118 |
|