Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,533
| Closed | -$209K | – | 394 |
|
|
2021
Q3 | $209K | Buy |
+2,533
| New | +$209K | 0.02% | 420 |
|
|
2020
Q1 | – | Sell |
-1,564
| Closed | -$108K | – | 1137 |
|
|
2019
Q4 | $108K | Buy |
+1,564
| New | +$108K | 0.02% | 352 |
|
|
2019
Q2 | – | Sell |
-54
| Closed | -$3K | – | 520 |
|
|
2019
Q1 | $3K | Sell |
54
-11,618
| -100% | -$645K | ﹤0.01% | 823 |
|
|
2018
Q4 | $621K | Buy |
+11,672
| New | +$621K | 0.17% | 108 |
|