ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.15K | Sell |
33
-1,089
| -97% | -$71K | ﹤0.01% | 678 |
|
|
2024
Q1 | $74.4K | Sell |
1,122
-723
| -39% | -$47.9K | 0.01% | 470 |
|
|
2023
Q4 | $110K | Buy |
+1,845
| New | +$110K | 0.02% | 343 |
|
|
2023
Q3 | – | Sell |
-3,147
| Closed | -$166K | – | 716 |
|
|
2023
Q2 | $166K | Sell |
3,147
-1,092
| -26% | -$57.5K | 0.04% | 257 |
|
|
2023
Q1 | $213K | Sell |
4,239
-2,085
| -33% | -$105K | 0.05% | 230 |
|
|
2022
Q4 | $332K | Sell |
6,324
-1,506
| -19% | -$79.1K | 0.08% | 198 |
|
|
2022
Q3 | $369K | Hold |
7,830
| – | – | 0.08% | 228 |
|
|
2022
Q2 | $435K | Buy |
7,830
+333
| +4% | +$18.5K | 0.08% | 212 |
|
|
2022
Q1 | $417K | Buy |
+7,497
| New | +$417K | 0.08% | 215 |
|