SAM
Strategic Asset Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $116K | Sell |
1,576
-1,715
| -52% | -$126K | 0.2% | 80 |
|
|
2022
Q2 | $263K | Sell |
3,291
-6
| -0.2% | -$479 | 0.42% | 47 |
|
|
2022
Q1 | $340K | Sell |
3,297
-975
| -23% | -$101K | 0.48% | 40 |
|
|
2021
Q4 | $491K | Sell |
4,272
-405
| -9% | -$46.5K | 0.68% | 27 |
|
|
2021
Q3 | $484K | Buy |
+4,677
| New | +$484K | 0.68% | 29 |
|