Provence Wealth Management Group’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
Q4
$1.84M Sell
15,025
-2,176
-13% -$267K 0.99% 27
2023
Q3
$1.8M Sell
17,201
-2,140
-11% -$225K 1.11% 23
2023
Q2
$2.11M Buy
19,341
+737
+4% +$80.2K 1.24% 19
2023
Q1
$1.73M Sell
18,604
-1,699
-8% -$158K 1.15% 17
2022
Q4
$1.51M Buy
+20,303
New +$1.51M 1.23% 17