SBA
Secrest Blakey & Associates’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,598
| Closed | -$575K | – | 121 |
|
|
2018
Q4 | $575K | Sell |
3,598
-174
| -5% | -$27.8K | 0.48% | 58 |
|
|
2018
Q3 | $733K | Sell |
3,772
-413
| -10% | -$80.3K | 0.56% | 50 |
|
|
2018
Q2 | $747K | Hold |
4,185
| – | – | 0.59% | 46 |
|
|
2018
Q1 | $704K | Sell |
4,185
-395
| -9% | -$66.4K | 0.6% | 48 |
|
|
2017
Q4 | $745K | Buy |
+4,580
| New | +$745K | 0.6% | 45 |
|