Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$2.34K | – | 721 |
|
|
2024
Q4 | $2.34K | Hold |
30
| – | – | ﹤0.01% | 616 |
|
|
2024
Q3 | $2.13K | Hold |
30
| – | – | ﹤0.01% | 581 |
|
|
2024
Q2 | $1.96K | Hold |
30
| – | – | ﹤0.01% | 553 |
|
|
2024
Q1 | $1.99K | Hold |
30
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $1.79K | Hold |
30
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $1.55K | Hold |
30
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $1.58K | Hold |
30
| – | – | ﹤0.01% | 523 |
|
|
2023
Q1 | $1.51K | Hold |
30
| – | – | ﹤0.01% | 525 |
|
|
2022
Q4 | $1.58K | Hold |
30
| – | – | ﹤0.01% | 496 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 513 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 585 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 595 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 605 |
|
|
2020
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 548 |
|
|
2020
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 508 |
|