LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $23K | Hold |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $30K | Hold |
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|
2019
Q1 | $28K | Buy |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $29K | Sell |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $38K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Buy |
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