Horst & Graben Wealth Management’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
2020
Q4
Sell
-31,500
Closed -$1.28M 117
2020
Q3
$1.28M Buy
31,500
+8,229
+35% +$335K 0.5% 32
2020
Q2
$926K Buy
+23,271
New +$926K 0.41% 33