WWP
WR Wealth Planners’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.19M | Sell |
7,434
-5,708
| -43% | -$911K | 0.38% | 39 |
|
|
2024
Q3 | $1.99M | Buy |
13,142
+350
| +3% | +$53.1K | 0.55% | 33 |
|
|
2024
Q2 | $1.93M | Buy |
12,792
+222
| +2% | +$33.4K | 0.59% | 30 |
|
|
2024
Q1 | $1.7M | Sell |
12,570
-1,088
| -8% | -$147K | 0.53% | 33 |
|
|
2023
Q4 | $1.68M | Buy |
13,658
+392
| +3% | +$48.1K | 0.62% | 33 |
|
|
2023
Q3 | $1.39M | Sell |
13,266
-6,281
| -32% | -$659K | 0.53% | 32 |
|
|
2023
Q2 | $2.13M | Sell |
19,547
-137
| -0.7% | -$14.9K | 0.82% | 28 |
|
|
2023
Q1 | $1.83M | Buy |
19,684
+3,724
| +23% | +$346K | 0.79% | 27 |
|
|
2022
Q4 | $1.19M | Buy |
15,960
+7,845
| +97% | +$584K | 0.73% | 27 |
|
|
2022
Q3 | $595K | Sell |
8,115
-833
| -9% | -$61.1K | 0.42% | 40 |
|
|
2022
Q2 | $715K | Sell |
8,948
-379
| -4% | -$30.3K | 0.47% | 39 |
|
|
2022
Q1 | $961K | Buy |
+9,327
| New | +$961K | 0.57% | 33 |
|