TWA
TCI 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
Q2 | – | Sell |
-207
| Closed | -$19.2K | – | 1220 |
|
|
2023
Q1 | $19.2K | Buy |
+207
| New | +$19.2K | ﹤0.01% | 728 |
|
|
2022
Q1 | – | Sell |
-523
| Closed | -$60K | – | 2334 |
|
|
2021
Q4 | $60K | Hold |
523
| – | – | 0.01% | 364 |
|
|
2021
Q3 | $53K | Buy |
+523
| New | +$53K | 0.01% | 386 |
|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$419K | – | 1612 |
|
|
2019
Q4 | $419K | Buy |
+1,800
| New | +$419K | 0.16% | 101 |
|
|
2018
Q1 | – | Sell |
-41
| Closed | -$7K | – | 1397 |
|
|
2017
Q4 | $7K | Buy |
+41
| New | +$7K | ﹤0.01% | 706 |
|
|
2015
Q1 | – | Sell |
-145
| Closed | -$15K | – | 914 |
|
|
2014
Q4 | $15K | Hold |
145
| – | – | 0.01% | 388 |
|
|
2014
Q3 | $15K | Hold |
145
| – | – | 0.01% | 374 |
|
|
2014
Q2 | $14K | Buy |
+145
| New | +$14K | 0.01% | 408 |
|