Matthew Hamilton Rosenberg’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-568
| Closed | -$40.4K | – | 979 |
|
|
2023
Q1 | $40.4K | Hold |
568
| – | – | 0.01% | 509 |
|
|
2022
Q4 | $42.9K | Hold |
568
| – | – | 0.01% | 499 |
|
|
2022
Q3 | $38K | Hold |
568
| – | – | 0.01% | 502 |
|
|
2022
Q2 | $40K | Hold |
568
| – | – | 0.02% | 510 |
|
|
2022
Q1 | $48K | Hold |
568
| – | – | 0.02% | 464 |
|
|
2021
Q4 | $49K | Hold |
568
| – | – | 0.02% | 419 |
|
|
2021
Q3 | $47K | Buy |
+568
| New | +$47K | 0.02% | 403 |
|