FundX Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-30,300
| Closed | -$1.32M | – | 42 |
|
|
2018
Q1 | $1.32M | Hold |
30,300
| – | – | 0.69% | 13 |
|
|
2017
Q4 | $1.32M | Buy |
+30,300
| New | +$1.32M | 0.66% | 18 |
|
|
2013
Q4 | – | Sell |
-31,818
| Closed | -$786K | – | 25 |
|
|
2013
Q3 | $786K | Buy |
31,818
+8,418
| +36% | +$208K | 0.31% | 15 |
|
|
2013
Q2 | $558K | Buy |
+23,400
| New | +$558K | 0.24% | 20 |
|