Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-180
| Closed | -$8K | – | 688 |
|
|
2018
Q1 | $8K | Hold |
180
| – | – | ﹤0.01% | 550 |
|
|
2017
Q4 | $7K | Hold |
180
| – | – | ﹤0.01% | 564 |
|
|
2017
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 623 |
|
|
2017
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 543 |
|
|
2017
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 543 |
|
|
2016
Q4 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 556 |
|