Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.17M | Buy |
19,404
+2,250
| +13% | +$135K | 0.74% | 26 |
|
|
2021
Q4 | $1.1M | Sell |
17,154
-9
| -0.1% | -$579 | 0.76% | 22 |
|
|
2021
Q3 | $1.08M | Sell |
17,163
-225
| -1% | -$14.1K | 0.82% | 22 |
|
|
2021
Q2 | $1.07M | Sell |
17,388
-945
| -5% | -$58.4K | 0.83% | 22 |
|
|
2021
Q1 | $1.05M | Buy |
18,333
+933
| +5% | +$53.3K | 0.94% | 22 |
|
|
2020
Q4 | $870K | Buy |
+17,400
| New | +$870K | 0.82% | 23 |
|