American Financial Network Advisory Services’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
Q3 | – | Sell |
-3,274
| Closed | -$203K | – | 115 |
|
|
2019
Q2 | $203K | Buy |
+3,274
| New | +$203K | 0.16% | 130 |
|
|
2019
Q1 | – | Sell |
-3,874
| Closed | -$206K | – | 161 |
|
|
2018
Q4 | $206K | Hold |
3,874
| – | – | 0.15% | 146 |
|
|
2018
Q3 | $236K | Buy |
3,874
+3,862
| +32,183% | +$235K | 0.12% | 160 |
|
|
2018
Q2 | $228 | Hold |
12
| – | – | 0.12% | 161 |
|
|
2018
Q1 | $228 | Sell |
12
-3,862
| -100% | -$73.4K | 0.12% | 156 |
|
|
2017
Q4 | $231K | Buy |
3,874
+700
| +22% | +$41.7K | 0.1% | 187 |
|
|
2017
Q3 | $178K | Buy |
+3,174
| New | +$178K | 0.08% | 206 |
|