SWA
Sutton Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $473K | Hold |
4,505
| – | – | 0.23% | 67 |
|
|
2023
Q2 | $490K | Buy |
4,505
+3,801
| +540% | +$414K | 0.24% | 66 |
|
|
2023
Q1 | $65.3K | Hold |
704
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $52.4K | Hold |
704
| – | – | 0.02% | 378 |
|
|
2022
Q3 | $51.7K | Hold |
704
| – | – | 0.02% | 373 |
|
|
2022
Q2 | $56.3K | Hold |
704
| – | – | 0.02% | 347 |
|
|
2022
Q1 | $72.5K | Hold |
704
| – | – | 0.03% | 314 |
|
|
2021
Q4 | $80.8K | Hold |
704
| – | – | 0.03% | 301 |
|
|
2021
Q3 | $71.3K | Hold |
704
| – | – | 0.03% | 301 |
|
|
2021
Q2 | $70K | Hold |
704
| – | – | 0.03% | 317 |
|
|
2021
Q1 | $61.7K | Hold |
704
| – | – | 0.02% | 342 |
|
|
2020
Q4 | $59.9K | Buy |
704
+528
| +300% | +$44.9K | 0.03% | 312 |
|
|
2020
Q3 | $53K | Hold |
176
| – | – | 0.03% | 294 |
|
|
2020
Q2 | $47.5K | Hold |
176
| – | – | 0.02% | 313 |
|
|
2020
Q1 | $36K | Buy |
176
+12
| +7% | +$2.45K | 0.02% | 338 |
|
|
2019
Q4 | $38.1K | Hold |
164
| – | – | 0.02% | 388 |
|
|
2019
Q3 | $33.5K | Hold |
164
| – | – | 0.02% | 414 |
|
|
2019
Q2 | $32.5K | Hold |
164
| – | – | 0.02% | 428 |
|
|
2019
Q1 | $31.3K | Hold |
164
| – | – | 0.02% | 430 |
|
|
2018
Q4 | $26.2K | Buy |
164
+64
| +64% | +$10.2K | 0.02% | 435 |
|
|
2018
Q3 | $19.4K | Hold |
100
| – | – | 0.01% | 602 |
|
|
2018
Q2 | $17.8K | Hold |
100
| – | – | 0.01% | 635 |
|
|
2018
Q1 | $16.8K | Buy |
+100
| New | +$16.8K | 0.01% | 638 |
|