Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1.19K | – | 1624 |
|
|
2022
Q4 | $1.19K | Buy |
+16
| New | +$1.19K | ﹤0.01% | 1528 |
|
|
2020
Q1 | – | Sell |
-1,240
| Closed | -$72K | – | 1531 |
|
|
2019
Q4 | $72K | Buy |
+1,240
| New | +$72K | ﹤0.01% | 761 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$21K | – | 1305 |
|
|
2018
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 926 |
|
|
2017
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 922 |
|
|
2017
Q3 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 910 |
|