Western Financial Corp’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 |
-1,411
| Closed | -$212K | – | 127 |
|
|
2024
Q2 | $212K | Sell |
1,411
-114
| -7% | -$17.2K | 0.13% | 113 |
|
|
2024
Q1 | $206K | Sell |
1,525
-434
| -22% | -$58.6K | 0.13% | 113 |
|
|
2023
Q4 | $240K | Buy |
+1,959
| New | +$240K | 0.16% | 106 |
|
|
2023
Q3 | – | Sell |
-3,409
| Closed | -$371K | – | 115 |
|
|
2023
Q2 | $371K | Sell |
3,409
-189
| -5% | -$20.6K | 0.25% | 93 |
|
|
2023
Q1 | $334K | Buy |
+3,598
| New | +$334K | 0.24% | 97 |
|