Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,470
| Closed | -$204K | – | 382 |
|
|
2021
Q3 | $204K | Hold |
2,470
| – | – | 0.01% | 359 |
|
|
2021
Q2 | $200K | Buy |
+2,470
| New | +$200K | 0.01% | 359 |
|
|
2020
Q2 | – | Sell |
-9,970
| Closed | -$485K | – | 299 |
|
|
2020
Q1 | $485K | Buy |
9,970
+6,800
| +215% | +$331K | 0.05% | 215 |
|
|
2019
Q4 | $218K | Hold |
3,170
| – | – | 0.02% | 289 |
|
|
2019
Q3 | $204K | Buy |
+3,170
| New | +$204K | 0.02% | 295 |
|