Sugarloaf Wealth Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $55.8K | Sell |
350
-11
| -3% | -$1.75K | 0.01% | 285 |
|
|
2024
Q3 | $54.7K | Sell |
361
-36
| -9% | -$5.45K | 0.01% | 297 |
|
|
2024
Q2 | $59.7K | Buy |
397
+114
| +40% | +$17.1K | 0.01% | 277 |
|
|
2024
Q1 | $38.2K | Buy |
283
+176
| +164% | +$23.7K | 0.01% | 321 |
|
|
2023
Q4 | $13.2K | Hold |
107
| – | – | ﹤0.01% | 456 |
|
|
2023
Q3 | $11.2K | Hold |
107
| – | – | ﹤0.01% | 450 |
|
|
2023
Q2 | $11.7K | Hold |
107
| – | – | ﹤0.01% | 457 |
|
|
2023
Q1 | $9.94K | Buy |
+107
| New | +$9.94K | ﹤0.01% | 476 |
|
|
2020
Q2 | – | Sell |
-1,484
| Closed | -$76K | – | 697 |
|
|
2020
Q1 | $76K | Buy |
1,484
+24
| +2% | +$1.23K | 0.03% | 169 |
|
|
2019
Q4 | $85K | Buy |
+1,460
| New | +$85K | 0.04% | 195 |
|