Ashton Thomas Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-187
| Closed | -$17.7K | – | 1239 |
|
|
2024
Q2 | $17.7K | Buy |
+187
| New | +$17.7K | ﹤0.01% | 1176 |
|
|
2023
Q1 | – | Sell |
-6,473
| Closed | -$488K | – | 508 |
|
|
2022
Q4 | $488K | Buy |
+6,473
| New | +$488K | 0.05% | 345 |
|
|
2022
Q2 | – | Sell |
-2,401
| Closed | -$203K | – | 467 |
|
|
2022
Q1 | $203K | Sell |
2,401
-450
| -16% | -$38K | 0.02% | 454 |
|
|
2021
Q4 | $247K | Buy |
+2,851
| New | +$247K | 0.02% | 413 |
|