Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,287
| Closed | -$61K | – | 153 |
|
|
2022
Q3 | $61K | Buy |
1,287
+3
| +0.2% | +$142 | 0.02% | 119 |
|
|
2022
Q2 | $63K | Buy |
+1,284
| New | +$63K | 0.02% | 122 |
|
|
2021
Q4 | – | Sell |
-2,181
| Closed | -$137K | – | 152 |
|
|
2021
Q3 | $137K | Buy |
2,181
+3
| +0.1% | +$188 | 0.04% | 111 |
|
|
2021
Q2 | $135K | Buy |
2,178
+900
| +70% | +$55.8K | 0.04% | 127 |
|
|
2021
Q1 | $73K | Buy |
1,278
+939
| +277% | +$53.6K | 0.02% | 140 |
|
|
2020
Q4 | $17K | Buy |
339
+3
| +0.9% | +$150 | 0.01% | 181 |
|
|
2020
Q3 | $14K | Buy |
336
+3
| +0.9% | +$125 | ﹤0.01% | 184 |
|
|
2020
Q2 | $13K | Hold |
333
| – | – | ﹤0.01% | 174 |
|
|
2020
Q1 | $11K | Buy |
+333
| New | +$11K | ﹤0.01% | 155 |
|