MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,772
| Closed | -$394K | – | 224 |
|
|
2019
Q4 | $394K | Hold |
6,772
| – | – | 0.03% | 222 |
|
|
2019
Q3 | $346K | Hold |
6,772
| – | – | 0.03% | 223 |
|
|
2019
Q2 | $335K | Hold |
6,772
| – | – | 0.03% | 219 |
|
|
2019
Q1 | $323K | Sell |
6,772
-564
| -8% | -$26.9K | 0.03% | 209 |
|
|
2018
Q4 | $293K | Buy |
+7,336
| New | +$293K | 0.03% | 206 |
|
|
2016
Q4 | – | Sell |
-552
| Closed | -$16K | – | 444 |
|
|
2016
Q3 | $16K | Hold |
552
| – | – | ﹤0.01% | 503 |
|
|
2016
Q2 | $15K | Buy |
552
+4
| +0.7% | +$109 | ﹤0.01% | 500 |
|
|
2016
Q1 | $15K | Buy |
548
+4
| +0.7% | +$109 | ﹤0.01% | 472 |
|
|
2015
Q4 | $15K | Hold |
544
| – | – | ﹤0.01% | 475 |
|
|
2015
Q3 | $13K | Hold |
544
| – | – | ﹤0.01% | 523 |
|
|
2015
Q2 | $14K | Buy |
544
+4
| +0.7% | +$103 | ﹤0.01% | 476 |
|
|
2015
Q1 | $14K | Hold |
540
| – | – | ﹤0.01% | 446 |
|
|
2014
Q4 | $14K | Buy |
540
+4
| +0.7% | +$104 | ﹤0.01% | 430 |
|
|
2014
Q3 | $14K | Hold |
536
| – | – | ﹤0.01% | 416 |
|
|
2014
Q2 | $13K | Hold |
536
| – | – | ﹤0.01% | 436 |
|
|
2014
Q1 | $12K | Hold |
536
| – | – | ﹤0.01% | 446 |
|
|
2013
Q4 | $12K | Buy |
536
+4
| +0.8% | +$90 | ﹤0.01% | 423 |
|
|
2013
Q3 | $10K | Buy |
532
+4
| +0.8% | +$75 | ﹤0.01% | 408 |
|
|
2013
Q2 | $10K | Buy |
+528
| New | +$10K | ﹤0.01% | 418 |
|