Peachtree Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3.58M | Buy |
89,560
+1,868
| +2% | +$74.7K | 2.76% | 9 |
|
|
2018
Q3 | $4.25M | Buy |
87,692
+3,948
| +5% | +$192K | 2.9% | 9 |
|
|
2018
Q2 | $3.73M | Buy |
83,744
+9,460
| +13% | +$422K | 2.7% | 10 |
|
|
2018
Q1 | $3.12M | Buy |
74,284
+5,600
| +8% | +$236K | 2.35% | 10 |
|
|
2017
Q4 | $2.8M | Buy |
68,684
+1,540
| +2% | +$62.7K | 2.14% | 12 |
|
|
2017
Q3 | $2.52M | Sell |
67,144
-340
| -0.5% | -$12.7K | 2.16% | 9 |
|
|
2017
Q2 | $2.36M | Buy |
67,484
+4,700
| +7% | +$164K | 2.02% | 12 |
|
|
2017
Q1 | $2.12M | Buy |
62,784
+1,928
| +3% | +$65.2K | 1.94% | 16 |
|
|
2016
Q4 | $1.83M | Sell |
60,856
-960
| -2% | -$28.9K | 1.8% | 18 |
|
|
2016
Q3 | $1.84M | Sell |
61,816
-720
| -1% | -$21.4K | 1.8% | 18 |
|
|
2016
Q2 | $1.65M | Buy |
62,536
+3,900
| +7% | +$103K | 1.67% | 18 |
|
|
2016
Q1 | $1.59M | Buy |
58,636
+2,620
| +5% | +$71.1K | 1.6% | 20 |
|
|
2015
Q4 | $1.5M | Buy |
56,016
+12,880
| +30% | +$345K | 1.57% | 19 |
|
|
2015
Q3 | $1.07M | Buy |
43,136
+3,824
| +10% | +$94.6K | 1.11% | 28 |
|
|
2015
Q2 | $1.03M | Buy |
39,312
+11,540
| +42% | +$302K | 0.77% | 38 |
|
|
2015
Q1 | $729K | Buy |
27,772
+18,620
| +203% | +$489K | 0.52% | 59 |
|
|
2014
Q4 | $239K | Buy |
9,152
+5,600
| +158% | +$146K | 0.16% | 131 |
|
|
2014
Q3 | $89K | Buy |
+3,552
| New | +$89K | 0.06% | 175 |
|