Laurel Wealth Advisors (North Carolina)’s iShares US Financials ETF IYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-216	Closed	-$18.4K	–	645
2023 Q4	$18.4K	Hold	216	–	–	﹤0.01%	364
2023 Q3	$16.1K	Hold	216	–	–	﹤0.01%	369
2023 Q2	$16.1K	Hold	216	–	–	﹤0.01%	374
2023 Q1	$15.4K	Hold	216	–	–	﹤0.01%	376
2022 Q4	$16.3K	Hold	216	–	–	﹤0.01%	347
2022 Q3	$15K	Hold	216	–	–	﹤0.01%	356
2022 Q2	$15K	Hold	216	–	–	﹤0.01%	358
2022 Q1	$18K	Hold	216	–	–	﹤0.01%	353
2021 Q4	$19K	Hold	216	–	–	﹤0.01%	353
2021 Q3	$18K	Hold	216	–	–	﹤0.01%	350
2021 Q2	$18K	Hold	216	–	–	﹤0.01%	389
2021 Q1	$16K	Hold	216	–	–	﹤0.01%	375
2020 Q4	$14K	Hold	216	–	–	﹤0.01%	386
2020 Q3	$12K	Hold	216	–	–	﹤0.01%	371
2020 Q2	$12K	Hold	216	–	–	﹤0.01%	363
2020 Q1	$11K	Hold	216	–	–	﹤0.01%	351
2019 Q4	$15K	Hold	216	–	–	﹤0.01%	348
2019 Q3	$14K	Hold	216	–	–	﹤0.01%	346
2019 Q2	$14K	Hold	216	–	–	﹤0.01%	344
2019 Q1	$13K	Hold	216	–	–	﹤0.01%	341
2018 Q4	$11K	Buy	+216	New	+$12.4K	﹤0.01%	343