Bessemer Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,621
| Closed | -$177K | – | 2061 |
|
|
2022
Q3 | $177K | Hold |
2,621
| – | – | ﹤0.01% | 915 |
|
|
2022
Q2 | $183K | Sell |
2,621
-172
| -6% | -$12K | ﹤0.01% | 902 |
|
|
2022
Q1 | $237K | Sell |
2,793
-4,339
| -61% | -$368K | ﹤0.01% | 790 |
|
|
2021
Q4 | $618K | Sell |
7,132
-1,020
| -13% | -$88.4K | ﹤0.01% | 586 |
|
|
2021
Q3 | $673K | Buy |
8,152
+7,980
| +4,640% | +$659K | ﹤0.01% | 496 |
|
|
2021
Q2 | $14K | Hold |
172
| – | – | ﹤0.01% | 1287 |
|
|
2021
Q1 | $13K | Hold |
172
| – | – | ﹤0.01% | 1257 |
|
|
2020
Q4 | $11K | Hold |
172
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q3 | $10K | Hold |
172
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q2 | $9K | Buy |
+172
| New | +$9K | ﹤0.01% | 1526 |
|