Aevitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-384
| Closed | -$22K | – | 213 |
|
|
2019
Q1 | $22K | Hold |
384
| – | – | 0.02% | 251 |
|
|
2018
Q4 | $20K | Hold |
384
| – | – | 0.02% | 251 |
|
|
2018
Q3 | $23K | Hold |
384
| – | – | 0.02% | 277 |
|
|
2018
Q2 | $23K | Hold |
384
| – | – | 0.02% | 266 |
|
|
2018
Q1 | $23K | Hold |
384
| – | – | 0.02% | 244 |
|
|
2017
Q4 | $23K | Buy |
+384
| New | +$23K | 0.02% | 246 |
|