Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-216
| Closed | -$18.4K | – | 644 |
|
|
2023
Q4 | $18.4K | Hold |
216
| – | – | ﹤0.01% | 363 |
|
|
2023
Q3 | $16.1K | Hold |
216
| – | – | ﹤0.01% | 368 |
|
|
2023
Q2 | $16.1K | Hold |
216
| – | – | ﹤0.01% | 373 |
|
|
2023
Q1 | $15.4K | Hold |
216
| – | – | ﹤0.01% | 375 |
|
|
2022
Q4 | $16.3K | Hold |
216
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $15K | Hold |
216
| – | – | ﹤0.01% | 355 |
|
|
2022
Q2 | $15K | Hold |
216
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $18K | Hold |
216
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $19K | Hold |
216
| – | – | ﹤0.01% | 352 |
|
|
2021
Q3 | $18K | Hold |
216
| – | – | ﹤0.01% | 349 |
|
|
2021
Q2 | $18K | Hold |
216
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $16K | Hold |
216
| – | – | ﹤0.01% | 374 |
|
|
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 | +$11K | ﹤0.01% | 343 |
|