American Portfolios Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $448K | Buy |
6,633
+93
| +1% | +$6.28K | 0.02% | 688 |
|
|
2022
Q2 | $458K | Sell |
6,540
-1,092
| -14% | -$76.4K | 0.02% | 703 |
|
|
2022
Q1 | $645K | Sell |
7,632
-1,615
| -17% | -$137K | 0.02% | 631 |
|
|
2021
Q4 | $802K | Sell |
9,247
-204
| -2% | -$17.7K | 0.03% | 553 |
|
|
2021
Q3 | $780K | Sell |
9,451
-80
| -0.8% | -$6.6K | 0.03% | 540 |
|
|
2021
Q2 | $773K | Buy |
9,531
+17
| +0.2% | +$1.38K | 0.03% | 542 |
|
|
2021
Q1 | $712K | Buy |
9,514
+121
| +1% | +$9.06K | 0.03% | 525 |
|
|
2020
Q4 | $627K | Buy |
9,393
+87
| +0.9% | +$5.81K | 0.03% | 490 |
|
|
2020
Q3 | $528K | Buy |
9,306
+178
| +2% | +$10.1K | 0.03% | 468 |
|
|
2020
Q2 | $503K | Buy |
9,128
+2,012
| +28% | +$111K | 0.03% | 438 |
|
|
2020
Q1 | $346K | Sell |
7,116
-7,670
| -52% | -$373K | 0.03% | 469 |
|
|
2019
Q4 | $1.02M | Buy |
14,786
+5,296
| +56% | +$365K | 0.07% | 263 |
|
|
2019
Q3 | $611K | Sell |
9,490
-5,530
| -37% | -$356K | 0.05% | 344 |
|
|
2019
Q2 | $943K | Buy |
15,020
+5,320
| +55% | +$334K | 0.08% | 246 |
|
|
2019
Q1 | $573K | Sell |
9,700
-166
| -2% | -$9.81K | 0.05% | 336 |
|
|
2018
Q4 | $525K | Sell |
9,866
-1,984
| -17% | -$106K | 0.06% | 270 |
|
|
2018
Q3 | $720K | Buy |
11,850
+32
| +0.3% | +$1.94K | 0.08% | 236 |
|
|
2018
Q2 | $693K | Sell |
11,818
-546
| -4% | -$32K | 0.09% | 214 |
|
|
2018
Q1 | $728K | Sell |
12,364
-1,014
| -8% | -$59.7K | 0.11% | 187 |
|
|
2017
Q4 | $799K | Buy |
+13,378
| New | +$799K | 0.13% | 169 |
|