Waypoint Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$303K Hold
2024
Q2
$301K Hold
2024
Q1
$270K Hold
2023
Q4
$246K Hold
2023
Q3
$210K Hold
2023
Q2
$218K Buy
2022
Q2
Sell
2022
Q1
$206K Hold
2021
Q4
$230K Buy