Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-99
| Closed | -$5.1K | – | 1616 |
|
|
2023
Q3 | $5.1K | Hold |
99
| – | – | ﹤0.01% | 1186 |
|
|
2023
Q2 | $5.21K | Hold |
99
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q1 | $4.98K | Buy |
99
+9
| +10% | +$453 | ﹤0.01% | 1204 |
|
|
2022
Q4 | $4.73K | Hold |
90
| – | – | ﹤0.01% | 960 |
|
|
2022
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 959 |
|
|
2022
Q2 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 883 |
|
|
2020
Q4 | – | Sell |
-96
| Closed | -$3K | – | 1040 |
|
|
2020
Q3 | $3K | Buy |
96
+72
| +300% | +$2.25K | ﹤0.01% | 793 |
|
|
2020
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 951 |
|