Danda Trouve Investment 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
2021
Q3
Sell
-39,657
Closed -$2.45M 180
2021
Q2
$2.45M Sell
39,657
-14,787
-27% -$913K 2.91% 12
2021
Q1
$3.11M Buy
54,444
+18,144
+50% +$1.04M 3.83% 8
2020
Q4
$1.82M Buy
+36,300
New +$1.82M 2.22% 18