Calton & Associates’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
2021
Q4
Sell
-11,732
Closed -$968K 385
2021
Q3
$968K Sell
11,732
-29
-0.2% -$2.39K 0.21% 119
2021
Q2
$953K Buy
+11,761
New +$953K 0.18% 121
2020
Q1
Sell
-4,820
Closed -$332K 344
2019
Q4
$332K Buy
+4,820
New +$332K 0.07% 233