SWM
Strategic Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,840
| Closed | -$716K | – | 27 |
|
|
2015
Q2 | $716K | Sell |
6,840
-13
| -0.2% | -$1.36K | 0.83% | 28 |
|
|
2015
Q1 | $719K | Hold |
6,853
| – | – | 0.72% | 28 |
|
|
2014
Q4 | $715K | Sell |
6,853
-17,914
| -72% | -$1.87M | 0.7% | 33 |
|
|
2014
Q3 | $2.5M | Buy |
+24,767
| New | +$2.5M | 2.6% | 11 |
|