WWM
Wagner Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-260
| Closed | -$39.1K | – | 252 |
|
|
2024
Q2 | $39.1K | Hold |
260
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $35.1K | Hold |
260
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $31.9K | Hold |
260
| – | – | 0.01% | 176 |
|
|
2023
Q3 | $27.3K | Sell |
260
-260
| -50% | -$27.3K | 0.01% | 151 |
|
|
2023
Q2 | $56.6K | Buy |
+520
| New | +$56.6K | 0.02% | 140 |
|
|
2018
Q3 | $14K | Hold |
72
| – | – | 0.01% | 386 |
|
|
2018
Q2 | $13K | Hold |
72
| – | – | 0.01% | 365 |
|
|
2018
Q1 | $12K | Hold |
72
| – | – | 0.01% | 350 |
|
|
2017
Q4 | $12K | Buy |
+72
| New | +$12K | 0.01% | 377 |
|