EverSource Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-374
| Closed | -$26.6K | – | 2553 |
|
|
2023
Q1 | $26.6K | Hold |
374
| – | – | ﹤0.01% | 982 |
|
|
2022
Q4 | $28.2K | Buy |
+374
| New | +$28.2K | ﹤0.01% | 962 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$4K | – | 1799 |
|
|
2022
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 1339 |
|