Poehling Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-718
| Closed | -$66.6K | – | 124 |
|
|
2023
Q1 | $66.6K | Buy |
+718
| New | +$66.6K | 0.02% | 122 |
|
|
2022
Q3 | – | Sell |
-11,743
| Closed | -$939K | – | 119 |
|
|
2022
Q2 | $939K | Sell |
11,743
-455
| -4% | -$36.4K | 0.35% | 59 |
|
|
2022
Q1 | $1.26M | Sell |
12,198
-122
| -1% | -$12.6K | 0.39% | 66 |
|
|
2021
Q4 | $1.42M | Sell |
12,320
-96
| -0.8% | -$11K | 0.46% | 63 |
|
|
2021
Q3 | $1.26M | Sell |
12,416
-118
| -0.9% | -$11.9K | 0.42% | 69 |
|
|
2021
Q2 | $1.25M | Buy |
12,534
+24
| +0.2% | +$2.39K | 0.4% | 75 |
|
|
2021
Q1 | $1.1M | Sell |
12,510
-181
| -1% | -$15.9K | 0.38% | 79 |
|
|
2020
Q4 | $1.08M | Buy |
12,691
+443
| +4% | +$37.7K | 0.43% | 77 |
|
|
2020
Q3 | $922K | Buy |
12,248
+432
| +4% | +$32.5K | 0.47% | 67 |
|
|
2020
Q2 | $797K | Buy |
+11,816
| New | +$797K | 0.43% | 66 |
|