Kovack Advisors’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
Q3 | – | Sell |
-4,941
| Closed | -$244K | – | 587 |
|
|
2022
Q2 | $244K | Sell |
4,941
-20,433
| -81% | -$1.01M | 0.03% | 506 |
|
|
2022
Q1 | $1.53M | Buy |
25,374
+5,061
| +25% | +$304K | 0.16% | 140 |
|
|
2021
Q4 | $1.31M | Sell |
20,313
-477
| -2% | -$30.7K | 0.13% | 178 |
|
|
2021
Q3 | $1.3M | Buy |
20,790
+13,113
| +171% | +$822K | 0.14% | 169 |
|
|
2021
Q2 | $474K | Buy |
+7,677
| New | +$474K | 0.05% | 369 |
|
|
2018
Q2 | – | Sell |
-10,809
| Closed | -$472K | – | 464 |
|
|
2018
Q1 | $472K | Buy |
+10,809
| New | +$472K | 0.12% | 199 |
|