Evercore Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$60K | – | 570 |
|
|
2017
Q4 | $60K | Hold |
1,000
| – | – | ﹤0.01% | 554 |
|
|
2017
Q3 | $56K | Hold |
1,000
| – | – | ﹤0.01% | 560 |
|
|
2017
Q2 | $54K | Hold |
1,000
| – | – | ﹤0.01% | 563 |
|
|
2017
Q1 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 587 |
|
|
2016
Q4 | $51K | Buy |
+1,000
| New | +$51K | ﹤0.01% | 603 |
|