Heritage Wealth Advisors’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
Q3 | – | Sell |
-1,200
| Closed | -$59K | – | 553 |
|
|
2022
Q2 | $59K | Hold |
1,200
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $72K | Hold |
1,200
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $77K | Hold |
1,200
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $75.3K | Hold |
1,200
| – | – | ﹤0.01% | 283 |
|
|
2021
Q2 | $74.1K | Hold |
1,200
| – | – | ﹤0.01% | 289 |
|
|
2021
Q1 | $68.5K | Hold |
1,200
| – | – | ﹤0.01% | 301 |
|
|
2020
Q4 | $60K | Hold |
1,200
| – | – | ﹤0.01% | 307 |
|
|
2020
Q3 | $48.8K | Buy |
+1,200
| New | +$48.8K | 0.01% | 267 |
|