GPS Wealth Strategies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-678
| Closed | -$40.5K | – | 1276 |
|
|
2023
Q4 | $40.5K | Hold |
678
| – | – | 0.01% | 539 |
|
|
2023
Q3 | $34.9K | Hold |
678
| – | – | 0.01% | 572 |
|
|
2023
Q2 | $35.7K | Hold |
678
| – | – | 0.01% | 570 |
|
|
2023
Q1 | $34.1K | Buy |
+678
| New | +$34.1K | 0.01% | 570 |
|
|
2022
Q4 | – | Sell |
-678
| Closed | -$32K | – | 625 |
|
|
2022
Q3 | $32K | Hold |
678
| – | – | 0.01% | 516 |
|
|
2022
Q2 | $33K | Hold |
678
| – | – | 0.01% | 526 |
|
|
2022
Q1 | $41K | Hold |
678
| – | – | 0.01% | 453 |
|
|
2021
Q4 | $44K | Hold |
678
| – | – | 0.01% | 429 |
|
|
2021
Q3 | $43K | Hold |
678
| – | – | 0.01% | 416 |
|
|
2021
Q2 | $42K | Buy |
+678
| New | +$42K | 0.01% | 441 |
|