Meridian Wealth Management’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
2022
Q3
Sell
-5,187
Closed -$256K 530
2022
Q2
$256K Buy
+5,187
New +$256K 0.02% 469