Harbor Investment Advisory’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-674
| Closed | -$19K | – | 1428 |
|
|
2022
Q2 | $19K | Buy |
674
+10
| +2% | +$282 | ﹤0.01% | 914 |
|
|
2022
Q1 | $22K | Buy |
664
+391
| +143% | +$13K | ﹤0.01% | 921 |
|
|
2021
Q4 | $9K | Buy |
273
+104
| +62% | +$3.43K | ﹤0.01% | 1083 |
|
|
2021
Q3 | $5K | Sell |
169
-10
| -6% | -$296 | ﹤0.01% | 1158 |
|
|
2021
Q2 | $6K | Sell |
179
-22
| -11% | -$737 | ﹤0.01% | 1087 |
|
|
2021
Q1 | $6K | Buy |
+201
| New | +$6K | ﹤0.01% | 1059 |
|