LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $95K | Hold |
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|
2016
Q4 | $93K | Sell |
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|
2016
Q3 | $108K | Hold |
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|
2016
Q2 | $103K | Hold |
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|
2016
Q1 | $101K | Sell |
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|
2015
Q4 | $117K | Hold |
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|
2015
Q3 | $111K | Sell |
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|
2015
Q2 | $172K | Hold |
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|
2015
Q1 | $171K | Sell |
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|
2014
Q4 | $201K | Hold |
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|
2014
Q3 | $187K | Sell |
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|
2014
Q2 | $208K | Sell |
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|
2014
Q1 | $250K | Hold |
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|
2013
Q4 | $245K | Buy |
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