WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $172K | Buy |
4,936
+3,392
| +220% | +$118K | 0.04% | 401 |
|
|
2017
Q1 | $52K | Sell |
1,544
-5,212
| -77% | -$176K | 0.01% | 650 |
|
|
2016
Q4 | $203K | Buy |
6,756
+4
| +0.1% | +$120 | 0.05% | 379 |
|
|
2016
Q3 | $201K | Buy |
6,752
+168
| +3% | +$5K | 0.05% | 372 |
|
|
2016
Q2 | $173K | Sell |
6,584
-536
| -8% | -$14.1K | 0.05% | 374 |
|
|
2016
Q1 | $193K | Buy |
7,120
+56
| +0.8% | +$1.52K | 0.06% | 309 |
|
|
2015
Q4 | $189K | Sell |
7,064
-176
| -2% | -$4.71K | 0.06% | 302 |
|
|
2015
Q3 | $179K | Sell |
7,240
-708
| -9% | -$17.5K | 0.06% | 316 |
|
|
2015
Q2 | $208K | Buy |
7,948
+796
| +11% | +$20.8K | 0.06% | 337 |
|
|
2015
Q1 | $188K | Sell |
7,152
-3,756
| -34% | -$98.7K | 0.05% | 367 |
|
|
2014
Q4 | $285K | Buy |
10,908
+2,224
| +26% | +$58.1K | 0.06% | 341 |
|
|
2014
Q3 | $219K | Buy |
8,684
+180
| +2% | +$4.54K | 0.04% | 425 |
|
|
2014
Q2 | $206K | Sell |
8,504
-1,516
| -15% | -$36.7K | 0.04% | 438 |
|
|
2014
Q1 | $228K | Sell |
10,020
-269,732
| -96% | -$6.14M | 0.05% | 405 |
|
|
2013
Q4 | $6.19M | Buy |
279,752
+24,084
| +9% | +$532K | 0.88% | 16 |
|
|
2013
Q3 | $5.04M | Buy |
255,668
+61,492
| +32% | +$1.21M | 0.78% | 17 |
|
|
2013
Q2 | $3.57M | Buy |
+194,176
| New | +$3.57M | 0.59% | 27 |
|