LGA
Lebenthal Global Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,527
| Closed | -$275K | – | 145 |
|
|
2022
Q1 | $275K | Sell |
1,527
-52
| -3% | -$9.37K | 0.12% | 118 |
|
|
2021
Q4 | $304K | Hold |
1,579
| – | – | 0.12% | 125 |
|
|
2021
Q3 | $297K | Sell |
1,579
-20,878
| -93% | -$3.93M | 0.19% | 98 |
|
|
2021
Q2 | $4.16M | Sell |
22,457
-46,165
| -67% | -$8.55M | 2.23% | 10 |
|
|
2021
Q1 | $11.8M | Buy |
+68,622
| New | +$11.8M | 7.22% | 4 |
|