Clarus Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,206
| Closed | -$188K | – | 360 |
|
|
2019
Q2 | $188K | Buy |
4,206
+69
| +2% | +$3.08K | 0.14% | 119 |
|
|
2019
Q1 | $172K | Buy |
+4,137
| New | +$172K | 0.13% | 123 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$1K | – | 738 |
|
|
2018
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 700 |
|