AIM
Advantage Investment Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 852 |
|
|
2019
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 864 |
|
|
2019
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 860 |
|
|
2018
Q4 | $2K | Sell |
19
-623
| -97% | -$65.6K | ﹤0.01% | 905 |
|
|
2018
Q3 | $78K | Sell |
642
-14
| -2% | -$1.7K | 0.05% | 319 |
|
|
2018
Q2 | $77K | Sell |
656
-16
| -2% | -$1.88K | 0.06% | 300 |
|
|
2018
Q1 | $79K | Sell |
672
-1,281
| -66% | -$151K | 0.03% | 313 |
|
|
2017
Q4 | $233K | Sell |
1,953
-88
| -4% | -$10.5K | 0.07% | 157 |
|
|
2017
Q3 | $229K | Buy |
2,041
+1,025
| +101% | +$115K | 0.07% | 159 |
|
|
2017
Q2 | $109K | Sell |
1,016
-30,552
| -97% | -$3.28M | 0.04% | 225 |
|
|
2017
Q1 | $3.29M | Sell |
31,568
-5,679
| -15% | -$591K | 1.3% | 18 |
|
|
2016
Q4 | $3.78M | Sell |
37,247
-2,313
| -6% | -$235K | 1.4% | 19 |
|
|
2016
Q3 | $3.56M | Buy |
39,560
+8,056
| +26% | +$725K | 1.3% | 22 |
|
|
2016
Q2 | $2.71M | Buy |
31,504
+30,823
| +4,526% | +$2.65M | 1.27% | 21 |
|
|
2016
Q1 | $58K | Sell |
681
-30
| -4% | -$2.56K | 0.02% | 304 |
|
|
2015
Q4 | $63K | Sell |
711
-5,554
| -89% | -$492K | 0.03% | 298 |
|
|
2015
Q3 | $527K | Sell |
6,265
-21,407
| -77% | -$1.8M | 0.3% | 67 |
|
|
2015
Q2 | $2.48M | Buy |
27,672
+27,560
| +24,607% | +$2.47M | 1.21% | 21 |
|
|
2015
Q1 | $10K | Sell |
112
-20,217
| -99% | -$1.81M | 0.01% | 587 |
|
|
2014
Q4 | $1.83M | Buy |
+20,329
| New | +$1.83M | 1.37% | 18 |
|