LWM
LBA Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $95K | Hold |
915
| – | – | 0.05% | 148 |
|
|
2016
Q4 | $93K | Sell |
915
-280
| -23% | -$28.5K | 0.05% | 148 |
|
|
2016
Q3 | $108K | Hold |
1,195
| – | – | 0.06% | 147 |
|
|
2016
Q2 | $103K | Hold |
1,195
| – | – | 0.06% | 153 |
|
|
2016
Q1 | $101K | Sell |
1,195
-125
| -9% | -$10.6K | 0.06% | 148 |
|
|
2015
Q4 | $117K | Hold |
1,320
| – | – | 0.07% | 149 |
|
|
2015
Q3 | $111K | Sell |
1,320
-600
| -31% | -$50.5K | 0.07% | 140 |
|
|
2015
Q2 | $172K | Hold |
1,920
| – | – | 0.11% | 104 |
|
|
2015
Q1 | $171K | Sell |
1,920
-310
| -14% | -$27.6K | 0.11% | 106 |
|
|
2014
Q4 | $201K | Hold |
2,230
| – | – | 0.13% | 99 |
|
|
2014
Q3 | $187K | Sell |
2,230
-270
| -11% | -$22.6K | 0.13% | 88 |
|
|
2014
Q2 | $208K | Sell |
2,500
-560
| -18% | -$46.6K | 0.17% | 80 |
|
|
2014
Q1 | $250K | Hold |
3,060
| – | – | 0.2% | 70 |
|
|
2013
Q4 | $245K | Buy |
+3,060
| New | +$245K | 0.2% | 67 |
|