Sugarloaf Wealth Management’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
Q4 | $55.8K | Sell |
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|
2024
Q3 | $54.7K | Sell |
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|
2024
Q2 | $59.7K | Buy |
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|
2024
Q1 | $38.2K | Buy |
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|
2023
Q4 | $13.2K | Hold |
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|
2023
Q3 | $11.2K | Hold |
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|
2023
Q2 | $11.7K | Hold |
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|
2023
Q1 | $9.94K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q4 | $85K | Buy |
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