BFG
Barber Financial Group’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,185
| Closed | -$301K | – | 137 |
|
|
2019
Q4 | $301K | Buy |
+2,185
| New | +$301K | 0.06% | 105 |
|
|
2019
Q3 | – | Sell |
-3,008
| Closed | -$378K | – | 147 |
|
|
2019
Q2 | $378K | Buy |
+3,008
| New | +$378K | 0.09% | 94 |
|
|
2018
Q2 | – | Sell |
-4,045
| Closed | -$477K | – | 128 |
|
|
2018
Q1 | $477K | Buy |
+4,045
| New | +$477K | 0.13% | 83 |
|
|
2017
Q2 | – | Sell |
-4,559
| Closed | -$474K | – | 94 |
|
|
2017
Q1 | $474K | Sell |
4,559
-488
| -10% | -$50.7K | 0.16% | 46 |
|
|
2016
Q4 | $512K | Buy |
+5,047
| New | +$512K | 0.18% | 46 |
|