Engrave 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
2020
Q3
Sell
-2
Closed 248
2020
Q2
$0 Sell
2
-38,216
-100% ﹤0.01% 471
2020
Q1
$1.86M Buy
38,218
+218
+0.6% +$10.6K 2.19% 13
2019
Q4
$2.62M Buy
+38,000
New +$2.62M 2.52% 11