Daymark Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,146
Closed -$223K 510
2024
Q3
$223K Buy
2,146
+7
+0.3% +$727 0.01% 488
2024
Q2
$202K Buy
+2,139
New +$202K 0.01% 484