Marino Stram & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-537
| Closed | -$22K | – | 332 |
|
|
2019
Q1 | $22K | Buy |
537
+3
| +0.6% | +$123 | 0.02% | 232 |
|
|
2018
Q4 | $20K | Buy |
534
+6
| +1% | +$225 | 0.02% | 213 |
|
|
2018
Q3 | $23K | Hold |
528
| – | – | 0.02% | 231 |
|
|
2018
Q2 | $23K | Hold |
528
| – | – | 0.02% | 228 |
|
|
2018
Q1 | $23K | Buy |
+528
| New | +$23K | 0.02% | 234 |
|