PPWM
PFG Private Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$614 | – | 234 |
|
|
2023
Q4 | $614 | Sell |
5
-28,681
| -100% | -$3.52M | ﹤0.01% | 209 |
|
|
2023
Q3 | $3.01M | Sell |
28,686
-15,335
| -35% | -$1.61M | 2.24% | 15 |
|
|
2023
Q2 | $4.79M | Buy |
44,021
+450
| +1% | +$49K | 2.83% | 14 |
|
|
2023
Q1 | $4.04M | Buy |
+43,571
| New | +$4.04M | 2.57% | 15 |
|