Legacy Wealth Planning’s iShares US Financials ETF IYF 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
$216K Hold
2021
Q4
$221K Sell
2021
Q3
$213K Hold
2021
Q2
$209K Hold
2021
Q1
$193K Buy
2020
Q1
Sell
2019
Q4
$272K Buy