Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $2.88M | Sell |
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|
2022
Q3 | $3.36M | Buy |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $2.54M | Buy |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.81M | Buy |
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