New England Guild Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.61M | Sell |
21,640
-6,120
| -22% | -$456K | 0.85% | 30 |
|
|
2022
Q3 | $2.04M | Hold |
27,760
| – | – | 1.23% | 23 |
|
|
2022
Q2 | $2.22M | Hold |
27,760
| – | – | 1.37% | 22 |
|
|
2022
Q1 | $2.86M | Hold |
27,760
| – | – | 1.52% | 21 |
|
|
2021
Q4 | $3.19M | Hold |
27,760
| – | – | 1.6% | 18 |
|
|
2021
Q3 | $2.81M | Hold |
27,760
| – | – | 1.49% | 20 |
|
|
2021
Q2 | $2.76M | Sell |
27,760
-5,900
| -18% | -$586K | 1.5% | 20 |
|
|
2021
Q1 | $2.95M | Hold |
33,660
| – | – | 1.66% | 19 |
|
|
2020
Q4 | $2.86M | Sell |
33,660
-2,392
| -7% | -$204K | 1.7% | 19 |
|
|
2020
Q3 | $2.71M | Hold |
36,052
| – | – | 1.9% | 18 |
|
|
2020
Q2 | $2.43M | Sell |
36,052
-356
| -1% | -$24K | 1.79% | 20 |
|
|
2020
Q1 | $1.86M | Buy |
+36,408
| New | +$1.86M | 1.67% | 21 |
|