Concentrum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,645
| Closed | -$259K | – | 62 |
|
|
2023
Q1 | $259K | Buy |
3,645
+4
| +0.1% | +$285 | 0.19% | 52 |
|
|
2022
Q4 | $275K | Buy |
3,641
+463
| +15% | +$35K | 0.25% | 53 |
|
|
2022
Q3 | $215K | Sell |
3,178
-4,209
| -57% | -$285K | 0.19% | 54 |
|
|
2022
Q2 | $517K | Sell |
7,387
-698
| -9% | -$48.9K | 0.42% | 38 |
|
|
2022
Q1 | $683K | Buy |
8,085
+82
| +1% | +$6.93K | 0.43% | 35 |
|
|
2021
Q4 | $694K | Buy |
+8,003
| New | +$694K | 0.36% | 35 |
|