Mayflower Financial Advisors’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
Q3
Sell
-4,368
Closed -$270K 342
2021
Q2
$270K Sell
4,368
-9,693
-69% -$599K 0.04% 259
2021
Q1
$803K Sell
14,061
-2,286
-14% -$131K 0.12% 114
2020
Q4
$818K Buy
+16,347
New +$818K 0.14% 107