Personal Capital 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 | $413K | Buy |
5,548
+721
| +15% | +$53.7K | ﹤0.01% | 331 |
|
|
2022
Q3 | $354K | Buy |
4,827
+1,752
| +57% | +$128K | ﹤0.01% | 329 |
|
|
2022
Q2 | $246K | Sell |
3,075
-23
| -0.7% | -$1.84K | ﹤0.01% | 390 |
|
|
2022
Q1 | $319K | Hold |
3,098
| – | – | ﹤0.01% | 375 |
|
|
2021
Q4 | $356K | Sell |
3,098
-86
| -3% | -$9.88K | ﹤0.01% | 401 |
|
|
2021
Q3 | $322K | Hold |
3,184
| – | – | ﹤0.01% | 389 |
|
|
2021
Q2 | $316K | Hold |
3,184
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $279K | Sell |
3,184
-436
| -12% | -$38.2K | ﹤0.01% | 406 |
|
|
2020
Q4 | $308K | Buy |
3,620
+396
| +12% | +$33.7K | ﹤0.01% | 378 |
|
|
2020
Q3 | $243K | Sell |
3,224
-416
| -11% | -$31.4K | ﹤0.01% | 369 |
|
|
2020
Q2 | $246K | Buy |
+3,640
| New | +$246K | ﹤0.01% | 323 |
|
|
2020
Q1 | – | Sell |
-3,792
| Closed | -$221K | – | 378 |
|
|
2019
Q4 | $221K | Buy |
+3,792
| New | +$221K | ﹤0.01% | 376 |
|