Hilton Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$581K Hold
2019
Q3
$522K Sell
2019
Q2
$765K Buy
2019
Q1
Sell
2018
Q4
$642K Buy
2018
Q3
Sell
2018
Q2
$741K Buy
2018
Q1
Hold
2017
Q4
Hold
2017
Q3
Hold
2017
Q2
Hold
2017
Q1
Hold
2016
Q4
Hold
2016
Q3
Hold