MWC
MBM Wealth Consultants’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24
| Closed | -$4K | – | 191 |
|
|
2023
Q1 | $4K | Hold |
24
| – | – | ﹤0.01% | 236 |
|
|
2022
Q4 | $4K | Sell |
24
-362
| -94% | -$60.3K | ﹤0.01% | 275 |
|
|
2022
Q3 | $56K | Sell |
386
-21
| -5% | -$3.05K | 0.03% | 148 |
|
|
2022
Q2 | $60K | Sell |
407
-27
| -6% | -$3.98K | 0.03% | 149 |
|
|
2022
Q1 | $78K | Sell |
434
-16
| -4% | -$2.88K | 0.03% | 146 |
|
|
2021
Q4 | $87K | Sell |
450
-163
| -27% | -$31.5K | 0.04% | 126 |
|
|
2021
Q3 | $115K | Sell |
613
-1,802
| -75% | -$338K | 0.05% | 125 |
|
|
2021
Q2 | $447K | Buy |
2,415
+29
| +1% | +$5.37K | 0.21% | 64 |
|
|
2021
Q1 | $408K | Sell |
2,386
-115
| -5% | -$19.7K | 0.21% | 63 |
|
|
2020
Q4 | $375K | Buy |
2,501
+1
| +0% | +$150 | 0.2% | 64 |
|
|
2020
Q3 | $305K | Sell |
2,500
-1,945
| -44% | -$237K | 0.19% | 66 |
|
|
2020
Q2 | $530K | Buy |
+4,445
| New | +$530K | 0.37% | 36 |
|