Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $37K | Hold |
440
| – | – | 0.01% | 323 |
|
|
2020
Q3 | $33K | Hold |
440
| – | – | 0.01% | 301 |
|
|
2020
Q2 | $30K | Hold |
440
| – | – | 0.01% | 296 |
|
|
2020
Q1 | $22K | Hold |
440
| – | – | 0.01% | 284 |
|
|
2019
Q4 | $26K | Hold |
440
| – | – | 0.01% | 321 |
|
|
2019
Q3 | $22K | Hold |
440
| – | – | 0.01% | 326 |
|
|
2019
Q2 | $22K | Hold |
440
| – | – | 0.01% | 302 |
|
|
2019
Q1 | $21K | Hold |
440
| – | – | 0.01% | 298 |
|
|
2018
Q4 | $18K | Sell |
440
-156
| -26% | -$6.38K | 0.01% | 273 |
|
|
2018
Q3 | $29K | Hold |
596
| – | – | 0.01% | 313 |
|
|
2018
Q2 | $27K | Hold |
596
| – | – | 0.01% | 319 |
|
|
2018
Q1 | $25K | Hold |
596
| – | – | 0.01% | 284 |
|
|
2017
Q4 | $24K | Hold |
596
| – | – | 0.01% | 296 |
|
|
2017
Q3 | $22K | Hold |
596
| – | – | 0.01% | 275 |
|
|
2017
Q2 | $21K | Hold |
596
| – | – | 0.01% | 270 |
|
|
2017
Q1 | $20K | Sell |
596
-3,384
| -85% | -$114K | 0.01% | 266 |
|
|
2016
Q4 | $120K | Sell |
3,980
-868
| -18% | -$26.2K | 0.07% | 238 |
|
|
2016
Q3 | $144K | Hold |
4,848
| – | – | 0.09% | 223 |
|
|
2016
Q2 | $128K | Sell |
4,848
-13,584
| -74% | -$359K | 0.08% | 230 |
|
|
2016
Q1 | $500K | Buy |
+18,432
| New | +$500K | 0.46% | 76 |
|