Cary Street Partners Investment Advisory’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 Q4	–	Sell	-360	Closed	-$18.6K	–	1235
2023 Q3	$18.6K	Hold	360	–	–	﹤0.01%	1149
2023 Q2	$19K	Hold	360	–	–	﹤0.01%	1059
2023 Q1	$18.1K	Hold	360	–	–	﹤0.01%	999
2022 Q4	$18.9K	Buy	+360	New	+$18.9K	﹤0.01%	995