Lebenthal Global Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$275K Sell
2021
Q4
$304K Hold
2021
Q3
$297K Sell
2021
Q2
$4.16M Sell
2021
Q1
$11.8M Buy