Vivid Financial Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8.49M | Sell |
73,977
-3,265
| -4% | -$375K | 3.18% | 7 |
|
|
2021
Q3 | $7.82M | Buy |
77,242
+49,706
| +181% | +$5.03M | 3.21% | 9 |
|
|
2021
Q2 | $2.74M | Buy |
27,536
+706
| +3% | +$70.2K | 1.12% | 20 |
|
|
2021
Q1 | $2.35M | Sell |
26,830
-720
| -3% | -$63.1K | 1.08% | 22 |
|
|
2020
Q4 | $2.34M | Sell |
27,550
-4,182
| -13% | -$356K | 1.13% | 21 |
|
|
2020
Q3 | $2.39M | Buy |
31,732
+52
| +0.2% | +$3.91K | 1.47% | 20 |
|
|
2020
Q2 | $2.14M | Buy |
31,680
+2,088
| +7% | +$141K | 1.33% | 21 |
|
|
2020
Q1 | $1.51M | Buy |
29,592
+104
| +0.4% | +$5.31K | 1.98% | 15 |
|
|
2019
Q4 | $1.87M | Buy |
+29,488
| New | +$1.87M | 2% | 13 |
|