Prio Wealth Limited Partnership’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $991K | Hold |
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|
2023
Q4 | $900K | Buy |
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|
2023
Q3 | $749K | Hold |
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|
2023
Q2 | $777K | Sell |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $673K | Sell |
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|
2022
Q1 | $883K | Buy |
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|
2021
Q4 | $982K | Hold |
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|
2021
Q3 | $866K | Buy |
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|
2021
Q2 | $835K | Sell |
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|
2021
Q1 | $741K | Hold |
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|
2020
Q4 | $719K | Sell |
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|
2020
Q3 | $659K | Hold |
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|
2020
Q2 | $591K | Buy |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $543K | Sell |
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|
2019
Q3 | $503K | Sell |
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|
2019
Q2 | $501K | Sell |
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|
2019
Q1 | $486K | Buy |
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|
2018
Q4 | $400K | Hold |
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|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $442K | Sell |
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|
2018
Q1 | $432K | Hold |
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|
2017
Q4 | $418K | Hold |
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|
2017
Q3 | $385K | Sell |
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|
2017
Q2 | $361K | Sell |
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|
2017
Q1 | $360K | Sell |
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|
2016
Q4 | $356K | Sell |
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|
2016
Q3 | $366K | Sell |
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|
2016
Q2 | $327K | Sell |
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|
2016
Q1 | $527K | Sell |
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|
2015
Q4 | $566K | Sell |
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|
2015
Q3 | $547K | Hold |
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|
2015
Q2 | $579K | Sell |
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|
2015
Q1 | $600K | Sell |
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|
2014
Q4 | $599K | Sell |
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|
2014
Q3 | $582K | Sell |
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|
2014
Q2 | $571K | Buy |
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|
2014
Q1 | $523K | Buy |
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|
2013
Q4 | $398K | Buy |
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|
2013
Q3 | $344K | Buy |
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|
2013
Q2 | $294K | Buy |
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