Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,280
| Closed | -$65K | – | 785 |
|
|
2015
Q3 | $65K | Hold |
2,280
| – | – | 0.01% | 543 |
|
|
2015
Q2 | $71K | Hold |
2,280
| – | – | 0.01% | 562 |
|
|
2015
Q1 | $68K | Buy |
2,280
+540
| +31% | +$16.1K | 0.01% | 561 |
|
|
2014
Q4 | $53K | Hold |
1,740
| – | – | 0.01% | 627 |
|
|
2014
Q3 | $50K | Buy |
+1,740
| New | +$50K | 0.01% | 629 |
|