UFA
US Financial Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,508
| Closed | -$213K | – | 144 |
|
|
2020
Q4 | $213K | Buy |
+2,508
| New | +$213K | 0.06% | 124 |
|
|
2016
Q2 | – | Sell |
-732
| Closed | -$79K | – | 217 |
|
|
2016
Q1 | $79K | Sell |
732
-48,544
| -99% | -$5.24M | 0.14% | 71 |
|
|
2015
Q4 | $5.27M | Buy |
49,276
+48,717
| +8,715% | +$5.21M | 5% | 7 |
|
|
2015
Q3 | $55K | Sell |
559
-58,059
| -99% | -$5.71M | 0.09% | 99 |
|
|
2015
Q2 | $6.14M | Sell |
58,618
-92
| -0.2% | -$9.63K | 5.79% | 5 |
|
|
2015
Q1 | $6.16M | Sell |
58,710
-2,041
| -3% | -$214K | 5.6% | 9 |
|
|
2014
Q4 | $6.34M | Buy |
+60,751
| New | +$6.34M | 5.66% | 6 |
|