CPWM LLC’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $362K | Hold |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $299K | Buy |
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|
2021
Q1 | $276K | Hold |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $237K | Buy |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Buy |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | $211K | Buy |
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