Cornerstone Wealth Management’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
2020 Q4	–	Sell	-12,243	Closed	-$498K	–	423
2020 Q3	$498K	Buy	+12,243	New	+$498K	0.07%	217
2018 Q4	–	Sell	-64,812	Closed	-$178K	–	754
2018 Q3	$178K	Sell	64,812 -22,308	-26%	-$61.3K	﹤0.01%	1226
2018 Q2	$223K	Buy	+87,120	New	+$223K	﹤0.01%	1289