Essex Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,720
| Closed | -$202K | – | 316 |
|
|
2015
Q4 | $202K | Buy |
+6,720
| New | +$202K | 0.05% | 298 |
|
|
2015
Q3 | – | Sell |
-9,240
| Closed | -$290K | – | 329 |
|
|
2015
Q2 | $290K | Buy |
9,240
+2,520
| +38% | +$79.1K | 0.07% | 239 |
|
|
2015
Q1 | $200K | Hold |
6,720
| – | – | 0.05% | 306 |
|
|
2014
Q4 | $206K | Buy |
+6,720
| New | +$206K | 0.05% | 296 |
|