Keystone Financial Group (Kentucky)’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 |
-7,683
| Closed | -$389K | – | 228 |
|
|
2019
Q4 | $389K | Buy |
7,683
+6
| +0.1% | +$304 | 0.1% | 147 |
|
|
2019
Q3 | $349K | Buy |
7,677
+6
| +0.1% | +$273 | 0.11% | 153 |
|
|
2019
Q2 | $342K | Sell |
7,671
-69
| -0.9% | -$3.08K | 0.11% | 154 |
|
|
2019
Q1 | $322K | Buy |
7,740
+9
| +0.1% | +$374 | 0.11% | 153 |
|
|
2018
Q4 | $289K | Buy |
7,731
+15
| +0.2% | +$561 | 0.13% | 137 |
|
|
2018
Q3 | $344K | Buy |
7,716
+2,520
| +48% | +$112K | 0.14% | 132 |
|
|
2018
Q2 | $226K | Buy |
+5,196
| New | +$226K | 0.13% | 147 |
|