Adirondack Trust Company’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-300
| Closed | -$22.4K | – | 508 |
|
|
2023
Q3 | $22.4K | Hold |
300
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $23.8K | Sell |
300
-170
| -36% | -$13.5K | 0.01% | 257 |
|
|
2023
Q1 | $33.4K | Hold |
470
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $35.5K | Hold |
470
| – | – | 0.02% | 225 |
|
|
2022
Q3 | $32K | Buy |
470
+170
| +57% | +$11.6K | 0.02% | 226 |
|
|
2022
Q2 | $21K | Buy |
+300
| New | +$21K | 0.01% | 247 |
|