InterOcean Capital’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,880
| Closed | -$298K | – | 163 |
|
|
2016
Q4 | $298K | Buy |
+5,880
| New | +$298K | 0.06% | 117 |
|
|
2016
Q1 | – | Sell |
-7,694
| Closed | -$340K | – | 152 |
|
|
2015
Q4 | $340K | Sell |
7,694
-1,562
| -17% | -$69K | 0.11% | 95 |
|
|
2015
Q3 | $389K | Sell |
9,256
-752
| -8% | -$31.6K | 0.14% | 96 |
|
|
2015
Q2 | $449K | Buy |
+10,008
| New | +$449K | 0.14% | 87 |
|