Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,510
| Closed | -$414K | – | 245 |
|
|
2020
Q1 | $414K | Hold |
8,510
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $586K | Hold |
8,510
| – | – | 0.04% | 147 |
|
|
2019
Q3 | $548K | Hold |
8,510
| – | – | 0.03% | 152 |
|
|
2019
Q2 | $534K | Hold |
8,510
| – | – | 0.03% | 154 |
|
|
2019
Q1 | $503K | Hold |
8,510
| – | – | 0.03% | 161 |
|
|
2018
Q4 | $453K | Buy |
+8,510
| New | +$453K | 0.03% | 158 |
|