Beck Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-13,588
| Closed | -$610K | – | 126 |
|
|
2015
Q2 | $610K | Sell |
13,588
-70
| -0.5% | -$3.14K | 0.33% | 72 |
|
|
2015
Q1 | $608K | Sell |
13,658
-42
| -0.3% | -$1.87K | 0.35% | 70 |
|
|
2014
Q4 | $619K | Sell |
13,700
-2,000
| -13% | -$90.4K | 0.36% | 72 |
|
|
2014
Q3 | $647K | Buy |
15,700
+370
| +2% | +$15.2K | 0.46% | 65 |
|
|
2014
Q2 | $637K | Sell |
15,330
-382
| -2% | -$15.9K | 0.42% | 74 |
|
|
2014
Q1 | $645K | Hold |
15,712
| – | – | 0.49% | 75 |
|
|
2013
Q4 | $608K | Buy |
+15,712
| New | +$608K | 0.49% | 71 |
|