55I LLC’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $779K | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $910K | Buy |
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|
2021
Q2 | $804K | Buy |
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|
2021
Q1 | $614K | Sell |
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|
2020
Q4 | $565K | Sell |
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|
2020
Q3 | $9.08M | Buy |
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|
2020
Q2 | $5.01M | Buy |
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|
2020
Q1 | $293K | Buy |
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