Advisory Alpha’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,227
| Closed | -$52K | – | 373 |
|
|
2020
Q3 | $52K | Buy |
+1,227
| New | +$52K | 0.01% | 202 |
|
|
2020
Q2 | – | Sell |
-1,203
| Closed | -$42.6K | – | 360 |
|
|
2020
Q1 | $42.6K | Buy |
1,203
+243
| +25% | +$8.61K | 0.01% | 224 |
|
|
2019
Q4 | $49.1K | Hold |
960
| – | – | 0.01% | 279 |
|
|
2019
Q3 | $42.3K | Buy |
+960
| New | +$42.3K | 0.01% | 265 |
|
|
2019
Q2 | – | Sell |
-960
| Closed | -$42.4K | – | 386 |
|
|
2019
Q1 | $42.4K | Buy |
+960
| New | +$42.4K | 0.02% | 255 |
|