KSA
Ken Stern & Associates’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-59,831
| Closed | -$7.01M | – | 134 |
|
|
2018
Q2 | $7.01M | Sell |
59,831
-2,627
| -4% | -$308K | 3.24% | 12 |
|
|
2018
Q1 | $7.36M | Sell |
62,458
-4,106
| -6% | -$484K | 3.24% | 11 |
|
|
2017
Q4 | $7.95M | Sell |
66,564
-3,336
| -5% | -$398K | 3.46% | 10 |
|
|
2017
Q3 | $7.84M | Buy |
+69,900
| New | +$7.84M | 3.46% | 10 |
|