CI
Cavalier Investments’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-28,595
| Closed | -$3.71M | – | 170 |
|
|
2018
Q2 | $3.71M | Buy |
+28,595
| New | +$3.71M | 1.25% | 14 |
|
|
2017
Q3 | – | Sell |
-11,051
| Closed | -$1.21M | – | 163 |
|
|
2017
Q2 | $1.21M | Hold |
11,051
| – | – | 0.67% | 37 |
|
|
2017
Q1 | $1.21M | Buy |
+11,051
| New | +$1.21M | 0.68% | 34 |
|