LeJeune Puetz Investment Counsel’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $160K | Buy |
|
|||||
|
2022
Q4 | $152K | Buy |
|
|||||
|
2022
Q3 | $122K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $119K | Sell |
|
|||||
|
2021
Q4 | $157K | Hold |
|
|||||
|
2021
Q3 | $153K | Hold |
|
|||||
|
2021
Q2 | $150K | Hold |
|
|||||
|
2021
Q1 | $139K | Hold |
|
|||||
|
2020
Q4 | $122K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $123K | Hold |
|
|||||
|
2019
Q3 | $111K | Hold |
|
|||||
|
2019
Q2 | $109K | Hold |
|
|||||
|
2019
Q1 | $101K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $108K | Hold |
|
|||||
|
2018
Q2 | $105K | Hold |
|
|||||
|
2018
Q1 | $106K | Hold |
|
|||||
|
2017
Q4 | $106K | Buy |
|