Csenge Advisory Group’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,510
| Closed | -$211K | – | 632 |
|
|
2022
Q1 | $211K | Hold |
3,510
| – | – | 0.02% | 590 |
|
|
2021
Q4 | $218K | Sell |
3,510
-63
| -2% | -$3.91K | 0.02% | 510 |
|
|
2021
Q3 | $229K | Buy |
3,573
+63
| +2% | +$4.04K | 0.02% | 523 |
|
|
2021
Q2 | $218K | Buy |
+3,510
| New | +$218K | 0.02% | 513 |
|
|
2020
Q3 | – | Sell |
-6,414
| Closed | -$255K | – | 419 |
|
|
2020
Q2 | $255K | Buy |
+6,414
| New | +$255K | 0.04% | 304 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$12K | – | 830 |
|
|
2018
Q3 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 476 |
|