BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $70.7K | Hold |
947
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $67.4K | Sell |
947
-113
| -11% | -$8.04K | 0.01% | 369 |
|
|
2022
Q4 | $80K | Hold |
1,060
| – | – | 0.01% | 358 |
|
|
2022
Q3 | $72K | Hold |
1,060
| – | – | 0.01% | 364 |
|
|
2022
Q2 | $74K | Hold |
1,060
| – | – | 0.01% | 361 |
|
|
2022
Q1 | $90K | Hold |
1,060
| – | – | 0.01% | 349 |
|
|
2021
Q4 | $92K | Hold |
1,060
| – | – | 0.01% | 362 |
|
|
2021
Q3 | $88K | Hold |
1,060
| – | – | 0.01% | 371 |
|
|
2021
Q2 | $86K | Hold |
1,060
| – | – | 0.01% | 389 |
|
|
2021
Q1 | $79K | Hold |
1,060
| – | – | 0.01% | 385 |
|
|
2020
Q4 | $71K | Buy |
1,060
+50
| +5% | +$3.35K | 0.01% | 324 |
|
|
2020
Q3 | $57K | Hold |
1,010
| – | – | 0.01% | 316 |
|
|
2020
Q2 | $56K | Sell |
1,010
-300
| -23% | -$16.6K | 0.01% | 316 |
|
|
2020
Q1 | $64K | Buy |
1,310
+300
| +30% | +$14.7K | 0.01% | 315 |
|
|
2019
Q4 | $70K | Hold |
1,010
| – | – | 0.02% | 270 |
|
|
2019
Q3 | $65K | Hold |
1,010
| – | – | 0.02% | 287 |
|
|
2019
Q2 | $63K | Hold |
1,010
| – | – | 0.02% | 281 |
|
|
2019
Q1 | $60K | Sell |
1,010
-200
| -17% | -$11.9K | 0.02% | 259 |
|
|
2018
Q4 | $64K | Hold |
1,210
| – | – | 0.02% | 240 |
|
|
2018
Q3 | $73K | Hold |
1,210
| – | – | 0.02% | 251 |
|
|
2018
Q2 | $71K | Hold |
1,210
| – | – | 0.02% | 251 |
|
|
2018
Q1 | $71K | Hold |
1,210
| – | – | 0.03% | 215 |
|
|
2017
Q4 | $72K | Hold |
1,210
| – | – | 0.03% | 178 |
|
|
2017
Q3 | $68K | Sell |
1,210
-100
| -8% | -$5.62K | 0.03% | 168 |
|
|
2017
Q2 | $70K | Buy |
+1,310
| New | +$70K | 0.03% | 202 |
|