Aspire Private Capital’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
Q1 | – | Sell |
-21
| Closed | -$1K | – | 639 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 586 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 551 |
|
|
2021
Q2 | $1K | Sell |
21
-1,506
| -99% | -$71.7K | ﹤0.01% | 546 |
|
|
2021
Q1 | $87K | Sell |
1,527
-597
| -28% | -$34K | 0.03% | 190 |
|
|
2020
Q4 | $106K | Sell |
2,124
-348
| -14% | -$17.4K | 0.04% | 179 |
|
|
2020
Q3 | $101K | Buy |
2,472
+159
| +7% | +$6.5K | 0.04% | 167 |
|
|
2020
Q2 | $92K | Buy |
+2,313
| New | +$92K | 0.04% | 141 |
|