FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-12,120
| Closed | -$615K | – | 1168 |
|
|
2016
Q4 | $615K | Sell |
12,120
-8,046
| -40% | -$408K | 0.02% | 692 |
|
|
2016
Q3 | $945K | Buy |
+20,166
| New | +$945K | 0.04% | 401 |
|
|
2015
Q3 | – | Sell |
-5,404
| Closed | -$243K | – | 816 |
|
|
2015
Q2 | $243K | Buy |
+5,404
| New | +$243K | 0.01% | 829 |
|
|
2015
Q1 | – | Sell |
-21,994
| Closed | -$992K | – | 1905 |
|
|
2014
Q4 | $992K | Buy |
+21,994
| New | +$992K | 0.06% | 302 |
|