Greenleaf Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,434
| Closed | -$237K | – | 541 |
|
|
2019
Q4 | $237K | Hold |
3,434
| – | – | ﹤0.01% | 469 |
|
|
2019
Q3 | $221K | Hold |
3,434
| – | – | ﹤0.01% | 490 |
|
|
2019
Q2 | $216K | Hold |
3,434
| – | – | ﹤0.01% | 491 |
|
|
2019
Q1 | $203K | Buy |
+3,434
| New | +$203K | ﹤0.01% | 498 |
|
|
2018
Q4 | – | Sell |
-3,434
| Closed | -$209K | – | 522 |
|
|
2018
Q3 | $209K | Hold |
3,434
| – | – | ﹤0.01% | 496 |
|
|
2018
Q2 | $201K | Hold |
3,434
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $202K | Hold |
3,434
| – | – | ﹤0.01% | 427 |
|
|
2017
Q4 | $205K | Buy |
+3,434
| New | +$205K | ﹤0.01% | 424 |
|