BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,950
| Closed | -$87K | – | 726 |
|
|
2019
Q2 | $87K | Hold |
1,950
| – | – | 0.02% | 277 |
|
|
2019
Q1 | $81K | Hold |
1,950
| – | – | 0.02% | 299 |
|
|
2018
Q4 | $73K | Sell |
1,950
-552
| -22% | -$20.7K | 0.02% | 266 |
|
|
2018
Q3 | $111K | Hold |
2,502
| – | – | 0.02% | 246 |
|
|
2018
Q2 | $108K | Buy |
+2,502
| New | +$108K | 0.02% | 245 |
|