55I LLC’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$238K Sell
2022
Q1
$291K Sell
2021
Q4
$421K Buy
2021
Q1
Sell
2020
Q4
$230K Sell
2020
Q3
$3.63M Buy