Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-38
| Closed | -$3.25K | – | 1539 |
|
|
2023
Q4 | $3.25K | Hold |
38
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q3 | $2.84K | Hold |
38
| – | – | ﹤0.01% | 1085 |
|
|
2023
Q2 | $2.84K | Hold |
38
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q1 | $2.7K | Hold |
38
| – | – | ﹤0.01% | 1068 |
|
|
2022
Q4 | $2.87K | Hold |
38
| – | – | ﹤0.01% | 1035 |
|
|
2022
Q3 | $3K | Buy |
38
+36
| +1,800% | +$2.84K | ﹤0.01% | 1063 |
|
|
2022
Q2 | $0 | Sell |
2
-36
| -95% | – | ﹤0.01% | 1298 |
|
|
2022
Q1 | $3K | Sell |
38
-61
| -62% | -$4.82K | ﹤0.01% | 976 |
|
|
2021
Q4 | $9K | Buy |
+99
| New | +$9K | ﹤0.01% | 819 |
|
|
2020
Q1 | – | Sell |
-122
| Closed | -$8K | – | 1157 |
|
|
2019
Q4 | $8K | Sell |
122
-176
| -59% | -$11.5K | ﹤0.01% | 748 |
|
|
2019
Q3 | $19K | Buy |
298
+176
| +144% | +$11.2K | ﹤0.01% | 534 |
|
|
2019
Q2 | $8K | Hold |
122
| – | – | ﹤0.01% | 704 |
|
|
2019
Q1 | $7K | Hold |
122
| – | – | ﹤0.01% | 607 |
|
|
2018
Q4 | $6K | Hold |
122
| – | – | ﹤0.01% | 677 |
|
|
2018
Q3 | $7K | Hold |
122
| – | – | ﹤0.01% | 685 |
|
|
2018
Q2 | $7K | Hold |
122
| – | – | ﹤0.01% | 671 |
|
|
2018
Q1 | $7K | Hold |
122
| – | – | ﹤0.01% | 682 |
|
|
2017
Q4 | $7K | Buy |
+122
| New | +$7K | ﹤0.01% | 649 |
|
|
2017
Q3 | – | Sell |
-122
| Closed | -$7K | – | 481 |
|
|
2017
Q2 | $7K | Hold |
122
| – | – | ﹤0.01% | 534 |
|
|
2017
Q1 | $6K | Hold |
122
| – | – | ﹤0.01% | 586 |
|
|
2016
Q4 | $6K | Hold |
122
| – | – | ﹤0.01% | 525 |
|
|
2016
Q3 | $5K | Hold |
122
| – | – | ﹤0.01% | 534 |
|
|
2016
Q2 | $5K | Hold |
122
| – | – | ﹤0.01% | 511 |
|
|
2016
Q1 | $5K | Hold |
122
| – | – | ﹤0.01% | 531 |
|
|
2015
Q4 | $5K | Sell |
122
-172
| -59% | -$7.05K | ﹤0.01% | 486 |
|
|
2015
Q3 | $12K | Buy |
+294
| New | +$12K | ﹤0.01% | 364 |
|