Lake Street Advisors Group’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
2018
Q3
Sell
-6,900
Closed -$298K 270
2018
Q2
$298K Hold
6,900
0.03% 225
2018
Q1
$301K Hold
6,900
0.03% 194
2017
Q4
$300K Buy
+6,900
New +$300K 0.03% 219