Bank Julius Baer & Co’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
Q1 | – | Sell |
-3,540
| Closed | -$307K | – | 695 |
|
|
2021
Q4 | $307K | Buy |
3,540
+2,640
| +293% | +$229K | ﹤0.01% | 480 |
|
|
2021
Q3 | $74K | Buy |
+900
| New | +$74K | ﹤0.01% | 649 |
|
|
2020
Q3 | – | Sell |
-30,000
| Closed | -$1.65M | – | 759 |
|
|
2020
Q2 | $1.65M | Sell |
30,000
-4
| -0% | -$220 | 0.02% | 221 |
|
|
2020
Q1 | $1.46M | Buy |
+30,004
| New | +$1.46M | 0.03% | 187 |
|