B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $557 | Sell |
11,280
-450
| -4% | -$22 | ﹤0.01% | 393 |
|
|
2022
Q1 | $705K | Hold |
11,730
| – | – | 0.05% | 266 |
|
|
2021
Q4 | $755K | Hold |
11,730
| – | – | 0.05% | 268 |
|
|
2021
Q3 | $736K | Buy |
11,730
+1,545
| +15% | +$96.9K | 0.06% | 267 |
|
|
2021
Q2 | $629K | Buy |
10,185
+3,195
| +46% | +$197K | 0.07% | 199 |
|
|
2021
Q1 | $399K | Buy |
+6,990
| New | +$399K | 0.05% | 253 |
|
|
2015
Q3 | – | Sell |
-243
| Closed | -$7K | – | 469 |
|
|
2015
Q2 | $7K | Hold |
243
| – | – | 0.01% | 811 |
|
|
2015
Q1 | $7K | Sell |
243
-69
| -22% | -$1.99K | 0.01% | 809 |
|
|
2014
Q4 | $9K | Hold |
312
| – | – | 0.01% | 754 |
|
|
2014
Q3 | $8K | Hold |
312
| – | – | 0.01% | 828 |
|
|
2014
Q2 | $8K | Hold |
312
| – | – | 0.01% | 875 |
|
|
2014
Q1 | $9K | Buy |
+312
| New | +$9K | 0.01% | 790 |
|