9WM
9258 Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,284
| Closed | -$412K | – | 347 |
|
|
2022
Q1 | $412K | Buy |
2,284
+85
| +4% | +$15.3K | 0.1% | 221 |
|
|
2021
Q4 | $425K | Buy |
2,199
+139
| +7% | +$26.9K | 0.1% | 223 |
|
|
2021
Q3 | $388K | Buy |
2,060
+48
| +2% | +$9.04K | 0.1% | 209 |
|
|
2021
Q2 | $373K | Buy |
+2,012
| New | +$373K | 0.1% | 216 |
|
|
2019
Q2 | – | Sell |
-2,413
| Closed | -$301K | – | 186 |
|
|
2019
Q1 | $301K | Sell |
2,413
-1,391
| -37% | -$174K | 0.26% | 118 |
|
|
2018
Q4 | $427K | Buy |
+3,804
| New | +$427K | 0.41% | 85 |
|