Ausdal Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,400
| Closed | -$710K | – | 487 |
|
|
2022
Q1 | $710K | Sell |
8,400
-31
| -0.4% | -$2.62K | 0.1% | 220 |
|
|
2021
Q4 | $731K | Buy |
8,431
+7
| +0.1% | +$607 | 0.1% | 221 |
|
|
2021
Q3 | $695K | Sell |
8,424
-146
| -2% | -$12K | 0.1% | 222 |
|
|
2021
Q2 | $695K | Buy |
+8,570
| New | +$695K | 0.11% | 213 |
|
|
2018
Q1 | – | Sell |
-4,818
| Closed | -$288K | – | 378 |
|
|
2017
Q4 | $288K | Sell |
4,818
-298
| -6% | -$17.8K | 0.1% | 259 |
|
|
2017
Q3 | $287K | Sell |
5,116
-1,600
| -24% | -$89.8K | 0.11% | 233 |
|
|
2017
Q2 | $361K | Sell |
6,716
-864
| -11% | -$46.4K | 0.15% | 183 |
|
|
2017
Q1 | $394K | Buy |
7,580
+3,458
| +84% | +$180K | 0.18% | 149 |
|
|
2016
Q4 | $209K | Buy |
+4,122
| New | +$209K | 0.1% | 233 |
|
|
2016
Q1 | – | Sell |
-3,158
| Closed | -$140K | – | 630 |
|
|
2015
Q4 | $140K | Buy |
+3,158
| New | +$140K | 0.07% | 247 |
|