Catamount Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-26
| Closed | -$1K | – | 166 |
|
|
2016
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 132 |
|
|
2016
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 128 |
|
|
2015
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 123 |
|
|
2015
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 131 |
|
|
2015
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 183 |
|
|
2015
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 153 |
|