Lee Financial Group Hawaii’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-79,341
| Closed | -$4.17M | – | 34 |
|
|
2022
Q4 | $4.17M | Sell |
79,341
-522
| -0.7% | -$27.4K | 4.1% | 9 |
|
|
2022
Q3 | $3.76K | Buy |
79,863
+1,050
| +1% | +$49 | 3.03% | 10 |
|
|
2022
Q2 | $3.89M | Buy |
78,813
+1,143
| +1% | +$56.5K | 3.8% | 10 |
|
|
2022
Q1 | $4.67K | Buy |
77,670
+1,551
| +2% | +$93 | 3.18% | 10 |
|
|
2021
Q4 | $4.9M | Buy |
+76,119
| New | +$4.9M | 3.56% | 9 |
|