Country Club Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,530
| Closed | -$201K | – | 253 |
|
|
2018
Q3 | $201K | Buy |
+4,530
| New | +$201K | 0.02% | 255 |
|
|
2018
Q2 | – | Sell |
-4,635
| Closed | -$202K | – | 257 |
|
|
2018
Q1 | $202K | Buy |
+4,635
| New | +$202K | 0.02% | 251 |
|
|
2017
Q2 | – | Sell |
-36,201
| Closed | -$1.32M | – | 203 |
|
|
2017
Q1 | $1.32M | Buy |
+36,201
| New | +$1.32M | 0.18% | 93 |
|