Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,627
| Closed | -$179K | – | 374 |
|
|
2022
Q2 | $179K | Hold |
3,627
| – | – | 0.03% | 174 |
|
|
2022
Q1 | $218K | Hold |
3,627
| – | – | 0.03% | 168 |
|
|
2021
Q4 | $233K | Hold |
3,627
| – | – | 0.03% | 178 |
|
|
2021
Q3 | $228K | Hold |
3,627
| – | – | 0.04% | 167 |
|
|
2021
Q2 | $224K | Buy |
3,627
+336
| +10% | +$20.8K | 0.04% | 169 |
|
|
2021
Q1 | $188K | Buy |
3,291
+1,113
| +51% | +$63.6K | 0.03% | 185 |
|
|
2020
Q4 | $109K | Buy |
+2,178
| New | +$109K | 0.02% | 248 |
|