Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-168
| Closed | -$11K | – | 650 |
|
|
2021
Q3 | $11K | Hold |
168
| – | – | ﹤0.01% | 808 |
|
|
2021
Q2 | $10K | Buy |
168
+3
| +2% | +$179 | ﹤0.01% | 653 |
|
|
2021
Q1 | $8K | Hold |
165
| – | – | ﹤0.01% | 633 |
|
|
2020
Q4 | $8K | Sell |
165
-37,965
| -100% | -$1.84M | ﹤0.01% | 627 |
|
|
2020
Q3 | $1.55M | Buy |
38,130
+8,700
| +30% | +$354K | 0.91% | 22 |
|
|
2020
Q2 | $1.17M | Buy |
+29,430
| New | +$1.17M | 0.82% | 23 |
|