Peachtree Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
1,407
-1,183
| -46% | -$205K | 0.09% | 87 |
|
|
2025
Q1 | $364K | Sell |
2,590
-249
| -9% | -$35K | 0.14% | 63 |
|
|
2024
Q4 | $453K | Buy |
2,839
+1
| +0% | +$159 | 0.17% | 48 |
|
|
2024
Q3 | $430K | Sell |
2,838
-518
| -15% | -$78.5K | 0.16% | 53 |
|
|
2024
Q2 | $505K | Buy |
3,356
+1,294
| +63% | +$195K | 0.2% | 50 |
|
|
2024
Q1 | $278K | Sell |
2,062
-499
| -19% | -$67.4K | 0.11% | 63 |
|
|
2023
Q4 | $314K | Sell |
2,561
-247
| -9% | -$30.3K | 0.13% | 65 |
|
|
2023
Q3 | $295K | Hold |
2,808
| – | – | 0.15% | 65 |
|
|
2023
Q2 | $306K | Buy |
2,808
+1,501
| +115% | +$163K | 0.14% | 69 |
|
|
2023
Q1 | $121K | Hold |
1,307
| – | – | 0.08% | 78 |
|
|
2022
Q4 | $97.3K | Buy |
1,307
+1
| +0.1% | +$74 | 0.06% | 81 |
|
|
2022
Q3 | $96K | Buy |
1,306
+1
| +0.1% | +$74 | 0.06% | 77 |
|
|
2022
Q2 | $104K | Sell |
1,305
-1,716
| -57% | -$137K | 0.06% | 81 |
|
|
2022
Q1 | $311K | Sell |
3,021
-250
| -8% | -$25.7K | 0.14% | 74 |
|
|
2021
Q4 | $376K | Buy |
3,271
+3
| +0.1% | +$345 | 0.16% | 63 |
|
|
2021
Q3 | $331K | Buy |
3,268
+51
| +2% | +$5.17K | 0.16% | 60 |
|
|
2021
Q2 | $320K | Buy |
3,217
+4
| +0.1% | +$398 | 0.16% | 59 |
|
|
2021
Q1 | $282K | Buy |
3,213
+2
| +0.1% | +$176 | 0.16% | 64 |
|
|
2020
Q4 | $273K | Buy |
3,211
+3
| +0.1% | +$255 | 0.16% | 61 |
|
|
2020
Q3 | $242K | Sell |
3,208
-1,000
| -24% | -$75.4K | 0.17% | 57 |
|
|
2020
Q2 | $284K | Buy |
+4,208
| New | +$284K | 0.23% | 48 |
|