B. Riley Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $557 | Sell |
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|
2022
Q1 | $705K | Hold |
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|
2021
Q4 | $755K | Hold |
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|
2021
Q3 | $736K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $399K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Sell |
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|
2014
Q4 | $9K | Hold |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $9K | Buy |
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