American Portfolios Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $50.8K | Hold |
1,080
| – | – | ﹤0.01% | 1691 |
|
|
2022
Q2 | $53.4K | Hold |
1,080
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q1 | $64.9K | Sell |
1,080
-618
| -36% | -$37.1K | ﹤0.01% | 1756 |
|
|
2021
Q4 | $109K | Sell |
1,698
-93
| -5% | -$5.99K | ﹤0.01% | 1469 |
|
|
2021
Q3 | $112K | Sell |
1,791
-216
| -11% | -$13.5K | ﹤0.01% | 1404 |
|
|
2021
Q2 | $124K | Buy |
2,007
+702
| +54% | +$43.3K | ﹤0.01% | 1325 |
|
|
2021
Q1 | $74.5K | Buy |
1,305
+351
| +37% | +$20K | ﹤0.01% | 1433 |
|
|
2020
Q4 | $47.7K | Sell |
954
-375
| -28% | -$18.8K | ﹤0.01% | 1428 |
|
|
2020
Q3 | $54.1K | Sell |
1,329
-1,968
| -60% | -$80K | ﹤0.01% | 1292 |
|
|
2020
Q2 | $131K | Sell |
3,297
-168
| -5% | -$6.69K | 0.01% | 904 |
|
|
2020
Q1 | $119K | Sell |
3,465
-27
| -0.8% | -$924 | 0.01% | 834 |
|
|
2019
Q4 | $177K | Buy |
3,492
+1,599
| +84% | +$80.9K | 0.01% | 793 |
|
|
2019
Q3 | $86.1K | Hold |
1,893
| – | – | 0.01% | 1063 |
|
|
2019
Q2 | $84.5K | Sell |
1,893
-822
| -30% | -$36.7K | 0.01% | 1058 |
|
|
2019
Q1 | $113K | Buy |
2,715
+339
| +14% | +$14.1K | 0.01% | 834 |
|
|
2018
Q4 | $88.9K | Sell |
2,376
-1,509
| -39% | -$56.5K | 0.01% | 768 |
|
|
2018
Q3 | $173K | Buy |
3,885
+339
| +10% | +$15.1K | 0.02% | 634 |
|
|
2018
Q2 | $153K | Hold |
3,546
| – | – | 0.02% | 660 |
|
|
2018
Q1 | $155K | Buy |
3,546
+816
| +30% | +$35.6K | 0.02% | 611 |
|
|
2017
Q4 | $119K | Buy |
+2,730
| New | +$119K | 0.02% | 670 |
|