Graypoint LLC’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
Q2 | – | Sell |
-4,998
| Closed | -$300K | – | 316 |
|
|
2022
Q1 | $300K | Buy |
4,998
+126
| +3% | +$7.56K | 0.03% | 265 |
|
|
2021
Q4 | $314K | Buy |
4,872
+216
| +5% | +$13.9K | 0.03% | 246 |
|
|
2021
Q3 | $292K | Buy |
4,656
+390
| +9% | +$24.5K | 0.04% | 219 |
|
|
2021
Q2 | $263K | Buy |
+4,266
| New | +$263K | 0.03% | 220 |
|