Parsec Financial Management’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
Q2
Sell
-1,968
Closed -$203K 295
2022
Q1
$203K Sell
1,968
-400
-17% -$41.3K 0.01% 293
2021
Q4
$272K Buy
2,368
+400
+20% +$45.9K 0.01% 257
2021
Q3
$225K Buy
+1,968
New +$225K 0.01% 265