Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-348
| Closed | -$18K | – | 1182 |
|
|
2023
Q2 | $18K | Hold |
348
| – | – | ﹤0.01% | 741 |
|
|
2023
Q1 | $18K | Sell |
348
-777
| -69% | -$40.2K | ﹤0.01% | 747 |
|
|
2022
Q4 | $59K | Buy |
+1,125
| New | +$59K | ﹤0.01% | 591 |
|
|
2021
Q3 | – | Sell |
-90
| Closed | -$6K | – | 1005 |
|
|
2021
Q2 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 801 |
|