Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $56.7K | Hold |
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2023
Q1 | $54.1K | Hold |
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|
2022
Q4 | $57.4K | Hold |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $53K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $66K | Hold |
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|
2021
Q3 | $63K | Hold |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $51K | Buy |
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