Bison Wealth’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
Q3 | – | Sell |
-288
| Closed | -$20K | – | 292 |
|
|
2022
Q2 | $20K | Sell |
288
-1,243
| -81% | -$86.3K | 0.01% | 265 |
|
|
2022
Q1 | $129K | Buy |
1,531
+1,419
| +1,267% | +$120K | 0.07% | 221 |
|
|
2021
Q4 | $10K | Sell |
112
-46
| -29% | -$4.11K | 0.01% | 297 |
|
|
2021
Q3 | $13K | Hold |
158
| – | – | 0.01% | 389 |
|
|
2021
Q2 | $13K | Hold |
158
| – | – | 0.01% | 393 |
|
|
2021
Q1 | $12K | Hold |
158
| – | – | 0.01% | 405 |
|
|
2020
Q4 | $11K | Hold |
158
| – | – | 0.01% | 360 |
|
|
2020
Q3 | $9K | Hold |
158
| – | – | 0.01% | 322 |
|
|
2020
Q2 | $9K | Buy |
158
+46
| +41% | +$2.62K | 0.01% | 316 |
|
|
2020
Q1 | $5K | Hold |
112
| – | – | ﹤0.01% | 304 |
|
|
2019
Q4 | $8K | Buy |
+112
| New | +$8K | ﹤0.01% | 359 |
|