Austin Private Wealth’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
2020
Q4
Sell
-25,722
Closed -$1.05M 117
2020
Q3
$1.05M Buy
25,722
+10,032
+64% +$408K 0.39% 32
2020
Q2
$624K Buy
+15,690
New +$624K 0.27% 37