Fortis Group Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-178
| Closed | -$13.9K | – | 511 |
|
|
2024
Q4 | $13.9K | Sell |
178
-62
| -26% | -$4.82K | ﹤0.01% | 284 |
|
|
2024
Q3 | $17K | Hold |
240
| – | – | ﹤0.01% | 259 |
|
|
2024
Q2 | $15.7K | Hold |
240
| – | – | ﹤0.01% | 256 |
|
|
2024
Q1 | $15.9K | Sell |
240
-240
| -50% | -$15.9K | ﹤0.01% | 276 |
|
|
2023
Q4 | $28.7K | Buy |
480
+240
| +100% | +$14.3K | 0.01% | 203 |
|
|
2023
Q3 | $12.4K | Buy |
+240
| New | +$12.4K | ﹤0.01% | 205 |
|
|
2020
Q3 | $9K | Buy |
+240
| New | +$9K | ﹤0.01% | 294 |
|