TLFA
True Link Financial Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,808
| Closed | -$400K | – | 85 |
|
|
2023
Q3 | $400K | Sell |
3,808
-1,335
| -26% | -$140K | 0.05% | 81 |
|
|
2023
Q2 | $560K | Sell |
5,143
-100
| -2% | -$10.9K | 0.07% | 73 |
|
|
2023
Q1 | $487K | Sell |
5,243
-200
| -4% | -$18.6K | 0.06% | 82 |
|
|
2022
Q4 | $405K | Sell |
5,443
-7,374
| -58% | -$549K | 0.06% | 82 |
|
|
2022
Q3 | $940K | Buy |
12,817
+4,864
| +61% | +$357K | 0.14% | 57 |
|
|
2022
Q2 | $636K | Sell |
7,953
-1,480
| -16% | -$118K | 0.1% | 78 |
|
|
2022
Q1 | $972K | Sell |
9,433
-16,958
| -64% | -$1.75M | 0.14% | 62 |
|
|
2021
Q4 | $3.03M | Sell |
26,391
-3,175
| -11% | -$365K | 0.4% | 22 |
|
|
2021
Q3 | $2.99M | Sell |
29,566
-94
| -0.3% | -$9.52K | 0.41% | 24 |
|
|
2021
Q2 | $2.95M | Hold |
29,660
| – | – | 0.43% | 23 |
|
|
2021
Q1 | $2.6M | Hold |
29,660
| – | – | 0.38% | 30 |
|
|
2020
Q4 | $2.52M | Buy |
+29,660
| New | +$2.52M | 0.4% | 28 |
|