Abound Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$9.78K | – | 1320 |
|
|
2024
Q2 | $9.78K | Hold |
150
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $9.95K | Hold |
150
| – | – | ﹤0.01% | 375 |
|
|
2023
Q4 | $8.96K | Hold |
150
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $7.73K | Sell |
150
-84
| -36% | -$4.33K | ﹤0.01% | 380 |
|
|
2023
Q2 | $12.3K | Buy |
234
+84
| +56% | +$4.43K | 0.01% | 305 |
|
|
2023
Q1 | $7.55K | Hold |
150
| – | – | ﹤0.01% | 324 |
|
|
2022
Q4 | $7.88K | Hold |
150
| – | – | ﹤0.01% | 290 |
|
|
2022
Q3 | $7.06K | Hold |
150
| – | – | ﹤0.01% | 321 |
|
|
2022
Q2 | $7.41K | Hold |
150
| – | – | ﹤0.01% | 94 |
|
|
2022
Q1 | $9.02K | Hold |
150
| – | – | 0.01% | 91 |
|
|
2021
Q4 | $9.65K | Buy |
+150
| New | +$9.65K | 0.01% | 91 |
|