Gladstone Institutional Advisory’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
2020 Q1	–	Sell	-5,427	Closed	-$275K	–	299
2019 Q4	$275K	Sell	5,427 -900	-14%	-$45.6K	0.07%	202
2019 Q3	$288K	Sell	6,327 -507	-7%	-$23.1K	0.07%	212
2019 Q2	$305K	Buy	+6,834	New	+$305K	0.09%	198