Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $366K | Buy |
+2,433
| New | +$366K | 0.03% | 116 |
|
|
2024
Q1 | – | Sell |
-2,431
| Closed | -$298K | – | 513 |
|
|
2023
Q4 | $298K | Buy |
+2,431
| New | +$298K | 0.03% | 120 |
|
|
2023
Q3 | – | Sell |
-245
| Closed | -$26.7K | – | 524 |
|
|
2023
Q2 | $26.7K | Sell |
245
-2,225
| -90% | -$242K | ﹤0.01% | 316 |
|
|
2023
Q1 | $229K | Hold |
2,470
| – | – | 0.03% | 122 |
|
|
2022
Q4 | $184K | Buy |
+2,470
| New | +$184K | 0.02% | 123 |
|