Clearview Wealth Advisors’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
2021
Q3
Sell
-21
Closed -$1K 678
2021
Q2
$1K Sell
21
-624
-97% -$29.7K ﹤0.01% 614
2021
Q1
$37K Sell
645
-354
-35% -$20.3K 0.02% 260
2020
Q4
$50K Buy
+999
New +$50K 0.03% 196