YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-88
| Closed | -$4K | – | 421 |
|
|
2019
Q2 | $4K | Hold |
88
| – | – | ﹤0.01% | 672 |
|
|
2019
Q1 | $4K | Hold |
88
| – | – | ﹤0.01% | 669 |
|
|
2018
Q4 | $4K | Hold |
88
| – | – | ﹤0.01% | 648 |
|
|
2018
Q3 | $4K | Hold |
88
| – | – | ﹤0.01% | 672 |
|
|
2018
Q2 | $4K | Hold |
88
| – | – | ﹤0.01% | 704 |
|
|
2018
Q1 | $4K | Hold |
88
| – | – | ﹤0.01% | 697 |
|
|
2017
Q4 | $4K | Hold |
88
| – | – | ﹤0.01% | 726 |
|
|
2017
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 743 |
|
|
2017
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 743 |
|
|
2017
Q1 | $3K | Buy |
88
+8
| +10% | +$273 | ﹤0.01% | 732 |
|
|
2016
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 757 |
|