Intercontinental Wealth Advisors’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
Q1 | – | Sell |
-450
| Closed | -$23K | – | 234 |
|
|
2019
Q4 | $23K | Hold |
450
| – | – | 0.02% | 228 |
|
|
2019
Q3 | $20K | Hold |
450
| – | – | 0.01% | 282 |
|
|
2019
Q2 | $20K | Hold |
450
| – | – | 0.01% | 275 |
|
|
2019
Q1 | $19K | Hold |
450
| – | – | 0.01% | 314 |
|
|
2018
Q4 | $17K | Buy |
+450
| New | +$17K | 0.01% | 325 |
|
|
2018
Q1 | – | Sell |
-5,448
| Closed | -$237K | – | 144 |
|
|
2017
Q4 | $237K | Hold |
5,448
| – | – | 0.13% | 122 |
|
|
2017
Q3 | $218K | Hold |
5,448
| – | – | 0.13% | 119 |
|
|
2017
Q2 | $206K | Buy |
+5,448
| New | +$206K | 0.13% | 118 |
|