Arbor Investment 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 | – | Sell |
-5,100
| Closed | -$252K | – | 95 |
|
|
2022
Q2 | $252K | Hold |
5,100
| – | – | 0.05% | 87 |
|
|
2022
Q1 | $307K | Hold |
5,100
| – | – | 0.06% | 86 |
|
|
2021
Q4 | $328K | Hold |
5,100
| – | – | 0.06% | 80 |
|
|
2021
Q3 | $320K | Hold |
5,100
| – | – | 0.06% | 77 |
|
|
2021
Q2 | $315K | Hold |
5,100
| – | – | 0.07% | 78 |
|
|
2021
Q1 | $291K | Hold |
5,100
| – | – | 0.07% | 76 |
|
|
2020
Q4 | $255K | Hold |
5,100
| – | – | 0.06% | 79 |
|
|
2020
Q3 | $207K | Hold |
5,100
| – | – | 0.05% | 85 |
|
|
2020
Q2 | $203K | Buy |
+5,100
| New | +$203K | 0.06% | 81 |
|
|
2020
Q1 | – | Sell |
-5,100
| Closed | -$258K | – | 84 |
|
|
2019
Q4 | $258K | Hold |
5,100
| – | – | 0.07% | 74 |
|
|
2019
Q3 | $232K | Hold |
5,100
| – | – | 0.07% | 75 |
|
|
2019
Q2 | $228K | Hold |
5,100
| – | – | 0.07% | 70 |
|
|
2019
Q1 | $212K | Buy |
+5,100
| New | +$212K | 0.07% | 69 |
|