Ascent Wealth Partners’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
Q1
Sell
-3,880
Closed -$206K 140
2018
Q4
$206K Buy
+3,880
New +$206K 0.08% 113