SBL
Sargent Bickham Lagudis’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.8M | Buy |
24,231
+1
| +0% | +$74 | 0.15% | 114 |
|
|
2022
Q3 | $1.78M | Sell |
24,230
-176
| -0.7% | -$12.9K | 0.16% | 104 |
|
|
2022
Q2 | $1.95M | Buy |
24,406
+41
| +0.2% | +$3.28K | 0.17% | 117 |
|
|
2022
Q1 | $2.51M | Sell |
24,365
-701
| -3% | -$72.2K | 0.2% | 98 |
|
|
2021
Q4 | $2.88M | Buy |
25,066
+1
| +0% | +$115 | 0.22% | 90 |
|
|
2021
Q3 | $2.54M | Sell |
25,065
-1,282
| -5% | -$130K | 0.21% | 93 |
|
|
2021
Q2 | $2.62M | Sell |
26,347
-987
| -4% | -$98.1K | 0.21% | 92 |
|
|
2021
Q1 | $2.4M | Sell |
27,334
-1,888
| -6% | -$166K | 0.21% | 88 |
|
|
2020
Q4 | $2.49M | Buy |
29,222
+21,424
| +275% | +$1.82M | 0.23% | 82 |
|
|
2020
Q3 | $2.35M | Sell |
7,798
-330
| -4% | -$99.4K | 0.24% | 79 |
|
|
2020
Q2 | $2.19M | Sell |
8,128
-161
| -2% | -$43.4K | 0.24% | 84 |
|
|
2020
Q1 | $1.69M | Buy |
8,289
+88
| +1% | +$18K | 0.22% | 88 |
|
|
2019
Q4 | $1.91M | Buy |
8,201
+1
| +0% | +$233 | 0.21% | 90 |
|
|
2019
Q3 | $1.67M | Sell |
8,200
-2,533
| -24% | -$517K | 0.2% | 91 |
|
|
2019
Q2 | $2.12M | Sell |
10,733
-625
| -6% | -$124K | 0.25% | 81 |
|
|
2019
Q1 | $2.17M | Sell |
11,358
-361
| -3% | -$68.8K | 0.25% | 82 |
|
|
2018
Q4 | $1.87M | Buy |
11,719
+1
| +0% | +$160 | 0.24% | 84 |
|
|
2018
Q3 | $2.27M | Sell |
11,718
-532
| -4% | -$103K | 0.27% | 78 |
|
|
2018
Q2 | $2.18M | Sell |
12,250
-93
| -0.8% | -$16.6K | 0.27% | 79 |
|
|
2018
Q1 | $2.08M | Sell |
12,343
-1,910
| -13% | -$321K | 0.26% | 80 |
|
|
2017
Q4 | $2.32M | Buy |
14,253
+565
| +4% | +$92K | 0.28% | 82 |
|
|
2017
Q3 | $2.05M | Hold |
13,688
| – | – | 0.26% | 90 |
|
|
2017
Q2 | $1.91M | Sell |
13,688
-364
| -3% | -$50.8K | 0.24% | 90 |
|
|
2017
Q1 | $1.9M | Sell |
14,052
-37
| -0.3% | -$5K | 0.25% | 93 |
|
|
2016
Q4 | $1.69M | Buy |
14,089
+12,939
| +1,125% | +$1.56M | 0.26% | 90 |
|
|
2016
Q3 | $1.75K | Sell |
1,150
-13,615
| -92% | -$20.7K | 0.26% | 92 |
|
|
2016
Q2 | $1.55M | Sell |
14,765
-1,020
| -6% | -$107K | 0.24% | 94 |
|
|
2016
Q1 | $1.71M | Buy |
+15,785
| New | +$1.71M | 0.28% | 85 |
|