Sargent Bickham Lagudis’s iShares US Technology ETF IYW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.8M	Buy	24,231 +1	+0%	+$77	0.15%	114
2022 Q3	$1.78M	Sell	24,230 -176	-0.7%	-$14.9K	0.16%	104
2022 Q2	$1.95M	Buy	24,406 +41	+0.2%	+$3.63K	0.17%	117
2022 Q1	$2.51M	Sell	24,365 -701	-3%	-$71.6K	0.2%	98
2021 Q4	$2.88M	Buy	25,066 +1	+0%	+$111	0.22%	90
2021 Q3	$2.54M	Sell	25,065 -1,282	-5%	-$134K	0.21%	93
2021 Q2	$2.62M	Sell	26,347 -987	-4%	-$92K	0.21%	92
2021 Q1	$2.4M	Sell	27,334 -1,888	-6%	-$165K	0.21%	88
2020 Q4	$2.49M	Sell	29,222 -1,970	-6%	-$157K	0.23%	82
2020 Q3	$2.35M	Sell	31,192 -1,320	-4%	-$96.4K	0.24%	79
2020 Q2	$2.19M	Sell	32,512 -644	-2%	-$38.9K	0.24%	84
2020 Q1	$1.69M	Buy	33,156 +352	+1%	+$20.4K	0.22%	88
2019 Q4	$1.91M	Buy	32,804 +4	+0%	+$218	0.21%	90
2019 Q3	$1.67M	Sell	32,800 -10,132	-24%	-$515K	0.2%	91
2019 Q2	$2.12M	Sell	42,932 -2,500	-6%	-$122K	0.25%	81
2019 Q1	$2.17M	Sell	45,432 -1,444	-3%	-$64.2K	0.25%	82
2018 Q4	$1.87M	Buy	46,876 +4	+0%	+$173	0.24%	84
2018 Q3	$2.27M	Sell	46,872 -2,128	-4%	-$101K	0.27%	78
2018 Q2	$2.18M	Sell	49,000 -372	-0.8%	-$16.5K	0.27%	79
2018 Q1	$2.08M	Sell	49,372 -7,640	-13%	-$329K	0.26%	80
2017 Q4	$2.32M	Buy	57,012 +2,260	+4%	+$90.6K	0.28%	82
2017 Q3	$2.05M	Hold	54,752	–	–	0.26%	90
2017 Q2	$1.91M	Sell	54,752 -1,456	-3%	-$51K	0.24%	90
2017 Q1	$1.9M	Sell	56,208 -148	-0.3%	-$4.8K	0.25%	93
2016 Q4	$1.69M	Buy	56,356 +51,756	+1,125%	+$1.54M	0.26%	90
2016 Q3	$1.75K	Sell	4,600 -54,460	-92%	-$1.56M	0.26%	92
2016 Q2	$1.55M	Sell	59,060 -4,080	-6%	-$108K	0.24%	94
2016 Q1	$1.71M	Buy	+63,140	New	+$1.59M	0.28%	85