Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,466
| Closed | -$218K | – | 488 |
|
|
2019
Q2 | $218K | Sell |
3,466
-190
| -5% | -$12K | 0.03% | 433 |
|
|
2019
Q1 | $216K | Buy |
+3,656
| New | +$216K | 0.03% | 421 |
|
|
2018
Q4 | – | Sell |
-3,518
| Closed | -$214K | – | 473 |
|
|
2018
Q3 | $214K | Sell |
3,518
-72
| -2% | -$4.38K | 0.02% | 467 |
|
|
2018
Q2 | $211K | Buy |
3,590
+112
| +3% | +$6.58K | 0.03% | 452 |
|
|
2018
Q1 | $205K | Sell |
3,478
-246
| -7% | -$14.5K | 0.03% | 458 |
|
|
2017
Q4 | $222K | Buy |
+3,724
| New | +$222K | 0.03% | 430 |
|