Cape Ann Savings Bank’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$201K Buy
2016
Q2
Sell
2016
Q1
$202K Hold
2015
Q4
$211K Hold
2015
Q3
$200K Hold
2015
Q2
$214K Hold
2015
Q1
$212K Sell
2014
Q4
$219K Hold
2014
Q3
$204K Hold
2014
Q2
$202K Buy