Apeiron RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,548
| Closed | -$711K | – | 206 |
|
|
2022
Q4 | $711K | Buy |
13,548
+36
| +0.3% | +$1.89K | 0.27% | 68 |
|
|
2022
Q3 | $634K | Buy |
+13,512
| New | +$634K | 0.29% | 66 |
|
|
2022
Q2 | – | Sell |
-11,388
| Closed | -$663K | – | 172 |
|
|
2022
Q1 | $663K | Buy |
11,388
+918
| +9% | +$53.4K | 0.32% | 64 |
|
|
2021
Q4 | $674K | Buy |
+10,470
| New | +$674K | 0.28% | 73 |
|