Glassman Wealth Services’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-140
| Closed | -$9K | – | 1987 |
|
|
2022
Q3 | $9K | Hold |
140
| – | – | ﹤0.01% | 825 |
|
|
2022
Q2 | $10K | Hold |
140
| – | – | ﹤0.01% | 809 |
|
|
2022
Q1 | $12K | Hold |
140
| – | – | ﹤0.01% | 778 |
|
|
2021
Q4 | $12K | Buy |
+140
| New | +$12K | ﹤0.01% | 731 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$27K | – | 1522 |
|
|
2020
Q4 | $27K | Buy |
+400
| New | +$27K | 0.01% | 452 |
|