Norwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $353K | Hold |
2,612
| – | – | 0.51% | 46 |
|
|
2023
Q4 | $321K | Hold |
2,612
| – | – | 0.49% | 48 |
|
|
2023
Q3 | $274K | Sell |
2,612
-80
| -3% | -$8.39K | 0.44% | 53 |
|
|
2023
Q2 | $293K | Sell |
2,692
-65
| -2% | -$7.08K | 0.44% | 52 |
|
|
2023
Q1 | $256K | Sell |
2,757
-5
| -0.2% | -$464 | 0.41% | 62 |
|
|
2022
Q4 | $206K | Sell |
2,762
-70
| -2% | -$5.21K | 0.32% | 69 |
|
|
2022
Q3 | $208K | Hold |
2,832
| – | – | 0.37% | 67 |
|
|
2022
Q2 | $226K | Buy |
2,832
+50
| +2% | +$3.99K | 0.39% | 63 |
|
|
2022
Q1 | $287K | Hold |
2,782
| – | – | 0.42% | 59 |
|
|
2021
Q4 | $319K | Buy |
+2,782
| New | +$319K | 0.44% | 55 |
|