Financial Advocates Investment Management’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37,455
| Closed | -$689K | – | 739 |
|
|
2022
Q1 | $689K | Buy |
+37,455
| New | +$689K | 0.05% | 374 |
|
|
2021
Q1 | – | Sell |
-7,815
| Closed | -$499K | – | 758 |
|
|
2020
Q4 | $499K | Buy |
7,815
+2,649
| +51% | +$169K | 0.03% | 449 |
|
|
2020
Q3 | $210K | Sell |
5,166
-43,386
| -89% | -$1.76M | 0.02% | 566 |
|
|
2020
Q2 | $1.15M | Buy |
+48,552
| New | +$1.15M | 0.11% | 211 |
|