MCIA
Mountain Capital Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,393
| Closed | -$1.79M | – | 76 |
|
|
2023
Q1 | $1.79M | Sell |
19,393
-2,830
| -13% | -$261K | 0.79% | 40 |
|
|
2022
Q4 | $1.69M | Buy |
+22,223
| New | +$1.69M | 0.77% | 47 |
|
|
2017
Q4 | – | Sell |
-15
| Closed | -$2K | – | 229 |
|
|
2017
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 432 |
|
|
2017
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 457 |
|