Winslow Evans & Crocker’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $68K | Hold |
800
| – | – | 0.01% | 527 |
|
|
2020
Q3 | $60K | Hold |
800
| – | – | 0.01% | 432 |
|
|
2020
Q2 | $54K | Hold |
800
| – | – | 0.01% | 450 |
|
|
2020
Q1 | $42K | Hold |
800
| – | – | 0.01% | 453 |
|
|
2019
Q4 | $48K | Hold |
800
| – | – | 0.01% | 508 |
|
|
2019
Q3 | $42K | Hold |
800
| – | – | 0.01% | 523 |
|
|
2019
Q2 | $40K | Hold |
800
| – | – | 0.01% | 557 |
|
|
2019
Q1 | $40K | Hold |
800
| – | – | 0.01% | 541 |
|
|
2018
Q4 | $32K | Hold |
800
| – | – | 0.01% | 541 |
|
|
2018
Q3 | $40K | Hold |
800
| – | – | 0.01% | 528 |
|
|
2018
Q2 | $36K | Hold |
800
| – | – | 0.01% | 558 |
|
|
2018
Q1 | $33.6K | Hold |
800
| – | – | 0.01% | 559 |
|
|
2017
Q4 | $32.6K | Hold |
800
| – | – | 0.01% | 571 |
|
|
2017
Q3 | $30K | Hold |
800
| – | – | 0.01% | 578 |
|
|
2017
Q2 | $27.9K | Hold |
800
| – | – | 0.01% | 686 |
|
|
2017
Q1 | $27K | Hold |
800
| – | – | 0.01% | 672 |
|
|
2016
Q4 | $24.1K | Hold |
800
| – | – | 0.01% | 685 |
|
|
2016
Q3 | $23.8K | Hold |
800
| – | – | 0.01% | 697 |
|
|
2016
Q2 | $21.1K | Hold |
800
| – | – | 0.01% | 687 |
|
|
2016
Q1 | $21.7K | Sell |
800
-1,200
| -60% | -$32.6K | 0.01% | 683 |
|
|
2015
Q4 | $53.5K | Hold |
2,000
| – | – | 0.02% | 520 |
|
|
2015
Q3 | $49.5K | Hold |
2,000
| – | – | 0.02% | 520 |
|
|
2015
Q2 | $52.3K | Hold |
2,000
| – | – | 0.01% | 543 |
|
|
2015
Q1 | $52.5K | Sell |
2,000
-73,376
| -97% | -$1.93M | 0.01% | 540 |
|
|
2014
Q4 | $1.97M | Buy |
75,376
+34,056
| +82% | +$889K | 0.56% | 44 |
|
|
2014
Q3 | $1.04M | Sell |
41,320
-816
| -2% | -$20.6K | 0.3% | 79 |
|
|
2014
Q2 | $1.02M | Sell |
42,136
-25,384
| -38% | -$615K | 0.34% | 81 |
|
|
2014
Q1 | $1.54M | Buy |
67,520
+19,544
| +41% | +$445K | 0.53% | 46 |
|
|
2013
Q4 | $1.06M | Buy |
+47,976
| New | +$1.06M | 0.36% | 60 |
|