Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-168
| Closed | -$11K | – | 397 |
|
|
2021
Q3 | $11K | Sell |
168
-27
| -14% | -$1.77K | 0.01% | 398 |
|
|
2021
Q2 | $12K | Hold |
195
| – | – | 0.01% | 396 |
|
|
2021
Q1 | $11K | Hold |
195
| – | – | ﹤0.01% | 412 |
|
|
2020
Q4 | $10K | Sell |
195
-123
| -39% | -$6.31K | ﹤0.01% | 368 |
|
|
2020
Q3 | $13K | Buy |
318
+123
| +63% | +$5.03K | 0.01% | 307 |
|
|
2020
Q2 | $8K | Sell |
195
-141
| -42% | -$5.79K | 0.01% | 320 |
|
|
2020
Q1 | $11K | Hold |
336
| – | – | 0.01% | 289 |
|
|
2019
Q4 | $17K | Buy |
+336
| New | +$17K | 0.01% | 337 |
|