Financial Perspectives’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-235
| Closed | -$6.49K | – | 710 |
|
|
2022
Q2 | $6.49K | Buy |
235
+1
| +0.4% | +$28 | ﹤0.01% | 486 |
|
|
2022
Q1 | $7.65K | Buy |
234
+1
| +0.4% | +$33 | ﹤0.01% | 494 |
|
|
2021
Q4 | $7.75K | Buy |
233
+1
| +0.4% | +$33 | ﹤0.01% | 464 |
|
|
2021
Q3 | $7.39K | Buy |
232
+1
| +0.4% | +$32 | ﹤0.01% | 472 |
|
|
2021
Q2 | $7.22K | Sell |
231
-6,561
| -97% | -$205K | ﹤0.01% | 496 |
|
|
2021
Q1 | $230K | Buy |
6,792
+6,563
| +2,866% | +$222K | 0.01% | 385 |
|
|
2020
Q4 | $5.81K | Buy |
229
+1
| +0.4% | +$25 | ﹤0.01% | 460 |
|
|
2020
Q3 | $4.64K | Buy |
+228
| New | +$4.64K | ﹤0.01% | 429 |
|