WAS
Wealth Advisory Solutions’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27,733
| Closed | -$3.02M | – | 127 |
|
|
2023
Q2 | $3.02M | Hold |
27,733
| – | – | 0.8% | 38 |
|
|
2023
Q1 | $2.57M | Buy |
27,733
+21,133
| +320% | +$1.96M | 0.68% | 43 |
|
|
2022
Q4 | $492K | Hold |
6,600
| – | – | 0.13% | 92 |
|
|
2022
Q3 | $484K | Buy |
+6,600
| New | +$484K | 0.13% | 96 |
|