CWM
C2C Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,495
| Closed | -$405K | – | 160 |
|
|
2023
Q3 | $405K | Hold |
5,495
| – | – | 0.06% | 171 |
|
|
2023
Q2 | $423K | Sell |
5,495
-500
| -8% | -$38.5K | 0.06% | 171 |
|
|
2023
Q1 | $428K | Buy |
5,995
+200
| +3% | +$14.3K | 0.07% | 161 |
|
|
2022
Q4 | $448K | Hold |
5,795
| – | – | 0.08% | 107 |
|
|
2022
Q3 | $418K | Hold |
5,795
| – | – | 0.08% | 111 |
|
|
2022
Q2 | $420K | Sell |
5,795
-192
| -3% | -$13.9K | 0.08% | 119 |
|
|
2022
Q1 | $500K | Sell |
5,987
-200
| -3% | -$16.7K | 0.09% | 115 |
|
|
2021
Q4 | $536K | Buy |
+6,187
| New | +$536K | 0.08% | 123 |
|