Graves Light Lenhart Wealth’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
Q3 | – | Sell |
-14
| Closed | -$1K | – | 373 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 591 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 649 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 707 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 702 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 704 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 690 |
|