Capital Asset Advisory Services’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
2022 Q4	–	Sell	-145	Closed	-$10K	–	442
2022 Q3	$10K	Hold	145	–	–	﹤0.01%	382
2022 Q2	$10K	Hold	145	–	–	﹤0.01%	480
2022 Q1	$12K	Buy	145 +25	+21%	+$2.15K	﹤0.01%	473
2021 Q4	$10K	Sell	120 -382	-76%	-$33.3K	﹤0.01%	516
2021 Q3	$41K	Sell	502 -123	-20%	-$10.2K	﹤0.01%	511
2021 Q2	$51K	Hold	625	–	–	0.01%	530
2021 Q1	$47K	Buy	625 +17	+3%	+$1.21K	0.01%	516
2020 Q4	$41K	Buy	608 +126	+26%	+$7.78K	0.01%	667
2020 Q3	$27K	Buy	482 +412	+589%	+$23.6K	0.01%	410
2020 Q2	$4K	Buy	70 +40	+133%	+$2.13K	﹤0.01%	521
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	498
2019 Q4	$2K	Buy	+30	New	+$1.99K	﹤0.01%	572