LWP
Legacy Wealth Planning’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,552
| Closed | -$216K | – | 98 |
|
|
2022
Q1 | $216K | Hold |
2,552
| – | – | 0.25% | 92 |
|
|
2021
Q4 | $221K | Sell |
2,552
-24
| -0.9% | -$2.08K | 0.25% | 87 |
|
|
2021
Q3 | $213K | Hold |
2,576
| – | – | 0.24% | 89 |
|
|
2021
Q2 | $209K | Hold |
2,576
| – | – | 0.24% | 90 |
|
|
2021
Q1 | $193K | Buy |
+2,576
| New | +$193K | 0.25% | 92 |
|
|
2020
Q1 | – | Sell |
-1,977
| Closed | -$272K | – | 83 |
|
|
2019
Q4 | $272K | Buy |
+1,977
| New | +$272K | 0.31% | 57 |
|