Raab & Moskowitz Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,704
| Closed | -$215K | – | 337 |
|
|
2019
Q4 | $215K | Buy |
+3,704
| New | +$215K | 0.09% | 152 |
|
|
2018
Q4 | – | Sell |
-3,704
| Closed | -$179K | – | 346 |
|
|
2018
Q3 | $179K | Buy |
+3,704
| New | +$179K | 0.07% | 170 |
|
|
2016
Q3 | – | Sell |
-8,368
| Closed | -$220K | – | 141 |
|
|
2016
Q2 | $220K | Hold |
8,368
| – | – | 0.13% | 126 |
|
|
2016
Q1 | $226K | Hold |
8,368
| – | – | 0.13% | 118 |
|
|
2015
Q4 | $223K | Hold |
8,368
| – | – | 0.13% | 117 |
|
|
2015
Q3 | $206K | Hold |
8,368
| – | – | 0.13% | 113 |
|
|
2015
Q2 | $218K | Hold |
8,368
| – | – | 0.13% | 111 |
|
|
2015
Q1 | $220K | Sell |
8,368
-164
| -2% | -$4.31K | 0.13% | 110 |
|
|
2014
Q4 | $222K | Buy |
8,532
+164
| +2% | +$4.27K | 0.13% | 114 |
|
|
2014
Q3 | $211K | Sell |
8,368
-164
| -2% | -$4.14K | 0.1% | 138 |
|
|
2014
Q2 | $207K | Buy |
+8,532
| New | +$207K | 0.1% | 143 |
|
|
2014
Q1 | – | Sell |
-10,532
| Closed | -$233K | – | 142 |
|
|
2013
Q4 | $233K | Buy |
+10,532
| New | +$233K | 0.13% | 128 |
|