Harrell Investment Partners’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
2021
Q4
Sell
-43,335
Closed -$2.72M 101
2021
Q3
$2.72M Sell
43,335
-975
-2% -$61.2K 0.87% 41
2021
Q2
$2.74M Buy
+44,310
New +$2.74M 0.89% 44
2020
Q1
Sell
-18,624
Closed -$942K 87
2019
Q4
$942K Buy
+18,624
New +$942K 0.43% 64