LA
Legacy Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,550
| Closed | -$437K | – | 129 |
|
|
2021
Q1 | $437K | Hold |
2,550
| – | – | 0.19% | 72 |
|
|
2020
Q4 | $383K | Hold |
2,550
| – | – | 0.22% | 72 |
|
|
2020
Q3 | $311K | Hold |
2,550
| – | – | 0.21% | 78 |
|
|
2020
Q2 | $304K | Hold |
2,550
| – | – | 0.24% | 73 |
|
|
2020
Q1 | $262K | Buy |
+2,550
| New | +$262K | 0.26% | 76 |
|