BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-513
| Closed | -$20K | – | 918 |
|
|
2020
Q2 | $20K | Hold |
513
| – | – | ﹤0.01% | 428 |
|
|
2020
Q1 | $18K | Buy |
+513
| New | +$18K | ﹤0.01% | 464 |
|
|
2019
Q2 | – | Sell |
-336
| Closed | -$14K | – | 650 |
|
|
2019
Q1 | $14K | Buy |
336
+3
| +0.9% | +$125 | ﹤0.01% | 397 |
|
|
2018
Q4 | $13K | Buy |
333
+3
| +0.9% | +$117 | ﹤0.01% | 382 |
|
|
2018
Q3 | $15K | Hold |
330
| – | – | ﹤0.01% | 415 |
|
|
2018
Q2 | $14K | Hold |
330
| – | – | ﹤0.01% | 419 |
|
|
2018
Q1 | $14K | Buy |
+330
| New | +$14K | 0.01% | 364 |
|
|
2017
Q3 | – | Sell |
-327
| Closed | -$12K | – | 502 |
|
|
2017
Q2 | $12K | Buy |
+327
| New | +$12K | 0.01% | 353 |
|