AWMS

Advocacy Wealth Management Services’s iShares US Financial Services ETF IYG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-201	Closed	-$30K	–	82
2022 Q3	$30K	Hold	201	–	–	﹤0.01%	61
2022 Q2	$30K	Hold	201	–	–	﹤0.01%	67
2022 Q1	$36K	Hold	201	–	–	0.01%	64
2021 Q4	$39K	Hold	201	–	–	0.01%	62
2021 Q3	$38K	Hold	201	–	–	0.01%	62
2021 Q2	$37K	Hold	201	–	–	0.01%	76
2021 Q1	$35K	Hold	201	–	–	0.01%	71
2020 Q4	$30K	Sell	201 -44	-18%	-$6.57K	﹤0.01%	70
2020 Q3	$30K	Hold	245	–	–	﹤0.01%	66
2020 Q2	$29K	Hold	245	–	–	0.01%	66
2020 Q1	$24K	Hold	245	–	–	0.01%	65
2019 Q4	$37K	Sell	245 -16	-6%	-$2.42K	0.01%	59
2019 Q3	$36K	Hold	261	–	–	0.02%	56
2019 Q2	$35K	Hold	261	–	–	0.03%	51
2019 Q1	$33K	Hold	261	–	–	0.04%	44
2018 Q4	$29K	Hold	261	–	–	0.02%	62
2018 Q3	$35K	Hold	261	–	–	0.02%	57
2018 Q2	$34K	Hold	261	–	–	0.02%	55
2018 Q1	$34K	Hold	261	–	–	0.02%	54
2017 Q4	$34K	Hold	261	–	–	0.02%	68
2017 Q3	$31K	Hold	261	–	–	0.01%	98
2017 Q2	$30K	Hold	261	–	–	0.01%	105
2017 Q1	$28K	Buy	261 +170	+187%	+$18.2K	0.01%	119
2016 Q4	$10K	Buy	+91	New	+$10K	﹤0.01%	200