WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $29.2M | Buy |
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|
2023
Q3 | $18.4M | Sell |
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|
2023
Q2 | $33.7M | Sell |
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|
2023
Q1 | $29.7M | Buy |
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|
2022
Q4 | $18.9M | Buy |
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|
2022
Q3 | $805K | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $953K | Buy |
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|
2021
Q2 | $759K | Sell |
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|
2021
Q1 | $810K | Buy |
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|
2020
Q4 | $732K | Sell |
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|
2020
Q3 | $649K | Sell |
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|
2020
Q2 | $796K | Sell |
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|
2020
Q1 | $706K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.19M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $260K | Buy |
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