Capital Investment Advisory Services’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
Q3 | – | Sell |
-40
| Closed | -$3K | – | 788 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 756 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 675 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 604 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 545 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 533 |
|
|
2019
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 519 |
|
|
2019
Q3 | $3K | Sell |
40
-100
| -71% | -$7.5K | ﹤0.01% | 1214 |
|
|
2019
Q2 | $9K | Hold |
140
| – | – | ﹤0.01% | 994 |
|
|
2019
Q1 | $8K | Hold |
140
| – | – | ﹤0.01% | 886 |
|
|
2018
Q4 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 876 |
|