Global Wealth Management Investment 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
Q2 | – | Sell |
-300
| Closed | -$10K | – | 637 |
|
|
2020
Q1 | $10K | Hold |
300
| – | – | 0.01% | 335 |
|
|
2019
Q4 | $15K | Hold |
300
| – | – | 0.01% | 296 |
|
|
2019
Q3 | $14K | Hold |
300
| – | – | 0.01% | 284 |
|
|
2019
Q2 | $13K | Hold |
300
| – | – | 0.01% | 333 |
|
|
2019
Q1 | $12K | Hold |
300
| – | – | 0.01% | 356 |
|
|
2018
Q4 | $11K | Buy |
+300
| New | +$11K | 0.01% | 370 |
|