Capital Asset Advisory Services’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
2022
Q2
Sell
-411
Closed -$25K 593
2022
Q1
$25K Hold
411
﹤0.01% 448
2021
Q4
$26K Hold
411
﹤0.01% 472
2021
Q3
$26K Sell
411
-24
-6% -$1.52K ﹤0.01% 539
2021
Q2
$27K Buy
+435
New +$27K ﹤0.01% 567