TCI Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
|
|||||
2023
Q1 | $19.2K | Buy |
|
|||||
2022
Q1 | – | Sell |
|
|||||
2021
Q4 | $60K | Hold |
|
|||||
2021
Q3 | $53K | Buy |
|
|||||
2020
Q1 | – | Sell |
|
|||||
2019
Q4 | $419K | Buy |
|
|||||
2018
Q1 | – | Sell |
|
|||||
2017
Q4 | $7K | Buy |
|
|||||
2015
Q1 | – | Sell |
|
|||||
2014
Q4 | $15K | Hold |
|
|||||
2014
Q3 | $15K | Hold |
|
|||||
2014
Q2 | $14K | Buy |
|