Eudaimonia Advisors’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
Q1 | $503K | Buy |
5,261
+179
| +4% | +$17.1K | 0.27% | 103 |
|
|
2023
Q4 | $434K | Sell |
5,082
-275
| -5% | -$23.5K | 0.28% | 100 |
|
|
2023
Q3 | $400K | Sell |
5,357
-263
| -5% | -$19.7K | 0.28% | 99 |
|
|
2023
Q2 | $419K | Hold |
5,620
| – | – | 0.28% | 95 |
|
|
2023
Q1 | $400K | Sell |
5,620
-198
| -3% | -$14.1K | 0.27% | 100 |
|
|
2022
Q4 | $439K | Sell |
5,818
-1,096
| -16% | -$82.7K | 0.3% | 86 |
|
|
2022
Q3 | $467K | Buy |
6,914
+300
| +5% | +$20.3K | 0.32% | 79 |
|
|
2022
Q2 | $463K | Hold |
6,614
| – | – | 0.32% | 86 |
|
|
2022
Q1 | $559K | Buy |
6,614
+373
| +6% | +$31.5K | 0.32% | 86 |
|
|
2021
Q4 | $541K | Buy |
+6,241
| New | +$541K | 0.32% | 90 |
|