Capital Planning Advisors’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
2019
Q4
Sell
-183
Closed -$8K 136
2019
Q3
$8K Buy
+183
New +$8K ﹤0.01% 146