9258 Wealth Management’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
Q2
Sell
2022
Q1
$412K Buy
2021
Q4
$425K Buy
2021
Q3
$388K Buy
2021
Q2
$373K Buy
2019
Q2
Sell
2019
Q1
$301K Sell
2018
Q4
$427K Buy