W.H. Cornerstone Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,948
| Closed | -$293K | – | 126 |
|
|
2024
Q2 | $293K | Sell |
1,948
-1,002
| -34% | -$151K | 0.21% | 99 |
|
|
2024
Q1 | $398K | Sell |
2,950
-1,089
| -27% | -$147K | 0.29% | 81 |
|
|
2023
Q4 | $496K | Sell |
4,039
-2,089
| -34% | -$257K | 0.39% | 73 |
|
|
2023
Q3 | $643K | Sell |
6,128
-4,046
| -40% | -$425K | 0.57% | 59 |
|
|
2023
Q2 | $1.11M | Buy |
10,174
+4,450
| +78% | +$485K | 0.99% | 33 |
|
|
2023
Q1 | $531K | Buy |
+5,724
| New | +$531K | 0.48% | 63 |
|