BFA
Beaumont Financial Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-44,372
| Closed | -$3.99M | – | 164 |
|
|
2016
Q3 | $3.99M | Buy |
+44,372
| New | +$3.99M | 0.63% | 61 |
|
|
2015
Q4 | – | Sell |
-82,498
| Closed | -$7.35M | – | 139 |
|
|
2015
Q3 | $7.35M | Hold |
82,498
| – | – | 1.06% | 42 |
|
|
2015
Q2 | $7.35M | Sell |
82,498
-35,079
| -30% | -$3.12M | 1.06% | 42 |
|
|
2015
Q1 | $10.5M | Buy |
+117,577
| New | +$10.5M | 0.36% | 55 |
|
|
2013
Q4 | – | Sell |
-319,738
| Closed | -$23.4M | – | 160 |
|
|
2013
Q3 | $23.4M | Buy |
+319,738
| New | +$23.4M | 2.08% | 15 |
|