Benjamin F. Edwards & Company’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $41K | Hold |
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|
2024
Q1 | $42K | Sell |
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|
2023
Q4 | $44K | Sell |
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|
2023
Q3 | $41K | Hold |
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|
2023
Q2 | $42K | Sell |
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|
2023
Q1 | $42K | Sell |
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|
2022
Q4 | $208K | Sell |
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|
2022
Q3 | $187K | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $277K | Sell |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $169K | Buy |
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|
2020
Q2 | $158K | Buy |
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|
2020
Q1 | $123K | Sell |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q3 | $150K | Buy |
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|
2019
Q2 | $4K | Buy |
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