Heritage Wealth Management (Arizona)’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
Q4 | $24.9K | Buy |
474
+402
| +558% | +$21.1K | ﹤0.01% | 627 |
|
|
2022
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 828 |
|
|
2022
Q2 | $3.56K | Hold |
72
| – | – | ﹤0.01% | 817 |
|
|
2022
Q1 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 824 |
|
|
2021
Q3 | $10K | Sell |
153
-54
| -26% | -$3.53K | ﹤0.01% | 654 |
|
|
2021
Q2 | $13K | Sell |
207
-516
| -71% | -$32.4K | ﹤0.01% | 628 |
|
|
2021
Q1 | $41K | Buy |
+723
| New | +$41K | 0.02% | 406 |
|