Reilly Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $19K | Sell |
165
-15
| -8% | -$1.73K | ﹤0.01% | 578 |
|
2021
Q3 | $18K | Hold |
180
| – | – | ﹤0.01% | 543 |
|
2021
Q2 | $18K | Hold |
180
| – | – | ﹤0.01% | 566 |
|
2021
Q1 | $16K | Hold |
180
| – | – | ﹤0.01% | 588 |
|
2020
Q4 | $15K | Hold |
180
| – | – | ﹤0.01% | 547 |
|
2020
Q3 | $14K | Hold |
180
| – | – | ﹤0.01% | 510 |
|
2020
Q2 | $12K | Hold |
180
| – | – | ﹤0.01% | 536 |
|
2020
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 562 |
|
2019
Q4 | $10K | Sell |
180
-844
| -82% | -$46.9K | ﹤0.01% | 625 |
|
2019
Q3 | $52K | Sell |
1,024
-280
| -21% | -$14.2K | 0.01% | 341 |
|
2019
Q2 | $65K | Hold |
1,304
| – | – | 0.01% | 315 |
|
2019
Q1 | $62K | Buy |
1,304
+844
| +183% | +$40.1K | 0.01% | 308 |
|
2018
Q4 | $18K | Sell |
460
-20
| -4% | -$783 | ﹤0.01% | 515 |
|
2018
Q3 | $23K | Buy |
480
+280
| +140% | +$13.4K | ﹤0.01% | 518 |
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 691 |
|
2018
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 696 |
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 697 |
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 696 |
|
2017
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 719 |
|
2017
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 677 |
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 635 |
|
2016
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 611 |
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 599 |
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 686 |
|
2015
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 700 |
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 959 |
|
2015
Q2 | $5K | Sell |
200
-576
| -74% | -$14.4K | ﹤0.01% | 1069 |
|
2015
Q1 | $20K | Hold |
776
| – | – | ﹤0.01% | 667 |
|
2014
Q4 | $20K | Hold |
776
| – | – | ﹤0.01% | 395 |
|
2014
Q3 | $20K | Sell |
776
-308
| -28% | -$7.94K | ﹤0.01% | 399 |
|
2014
Q2 | $27K | Hold |
1,084
| – | – | 0.01% | 356 |
|
2014
Q1 | $25K | Buy |
1,084
+20
| +2% | +$461 | 0.01% | 386 |
|
2013
Q4 | $24K | Buy |
1,064
+864
| +432% | +$19.5K | 0.01% | 357 |
|
2013
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 627 |
|
2013
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 663 |
|