WR Wealth Planners’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $2.13M | Sell |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $715K | Sell |
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|
2022
Q1 | $961K | Buy |
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