MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3.98M | Buy |
132,468
+46,152
| +53% | +$1.39M | 0.13% | 171 |
|
|
2016
Q3 | $2.57M | Buy |
86,316
+25,404
| +42% | +$756K | 0.09% | 216 |
|
|
2016
Q2 | $1.6M | Buy |
60,912
+18,384
| +43% | +$484K | 0.06% | 301 |
|
|
2016
Q1 | $1.15M | Sell |
42,528
-12,328
| -22% | -$335K | 0.05% | 336 |
|
|
2015
Q4 | $1.47M | Buy |
54,856
+24,608
| +81% | +$659K | 0.07% | 279 |
|
|
2015
Q3 | $748K | Sell |
30,248
-1,428
| -5% | -$35.3K | 0.06% | 311 |
|
|
2015
Q2 | $829K | Buy |
31,676
+8,544
| +37% | +$224K | 0.06% | 335 |
|
|
2015
Q1 | $607K | Buy |
23,132
+12,648
| +121% | +$332K | 0.04% | 425 |
|
|
2014
Q4 | $274K | Buy |
10,484
+4,952
| +90% | +$129K | 0.03% | 496 |
|
|
2014
Q3 | $139K | Buy |
5,532
+1,260
| +29% | +$31.7K | 0.02% | 702 |
|
|
2014
Q2 | $103K | Sell |
4,272
-1,300
| -23% | -$31.3K | 0.01% | 794 |
|
|
2014
Q1 | $127K | Sell |
5,572
-1,440
| -21% | -$32.8K | 0.02% | 682 |
|
|
2013
Q4 | $155K | Sell |
7,012
-100
| -1% | -$2.21K | 0.02% | 597 |
|
|
2013
Q3 | $140K | Buy |
7,112
+136
| +2% | +$2.68K | 0.02% | 552 |
|
|
2013
Q2 | $128K | Buy |
+6,976
| New | +$128K | 0.03% | 559 |
|