HBW
Hazlett, Burt & Watson’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-124
| Closed | -$8K | – | 728 |
|
|
2024
Q2 | $8K | Hold |
124
| – | – | ﹤0.01% | 540 |
|
|
2024
Q1 | $8K | Buy |
124
+83
| +202% | +$5.36K | ﹤0.01% | 536 |
|
|
2023
Q4 | $7K | Hold |
41
| – | – | ﹤0.01% | 525 |
|
|
2023
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 544 |
|
|
2023
Q2 | $7K | Hold |
41
| – | – | 0.01% | 514 |
|
|
2023
Q1 | $6K | Hold |
41
| – | – | ﹤0.01% | 502 |
|
|
2022
Q4 | $7K | Hold |
41
| – | – | 0.01% | 494 |
|
|
2022
Q3 | $6K | Hold |
41
| – | – | 0.01% | 499 |
|
|
2022
Q2 | $6K | Hold |
41
| – | – | 0.01% | 491 |
|
|
2022
Q1 | $7K | Buy |
+41
| New | +$7K | 0.01% | 498 |
|