MGO One Seven’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
Q1 | – | Sell |
-3,627
| Closed | -$233K | – | 701 |
|
|
2021
Q4 | $233K | Sell |
3,627
-39
| -1% | -$2.51K | 0.02% | 573 |
|
|
2021
Q3 | $244K | Buy |
3,666
+36
| +1% | +$2.4K | 0.03% | 508 |
|
|
2021
Q2 | $224K | Buy |
3,630
+36
| +1% | +$2.22K | 0.03% | 521 |
|
|
2021
Q1 | $205K | Buy |
+3,594
| New | +$205K | 0.04% | 506 |
|
|
2020
Q1 | – | Sell |
-3,969
| Closed | -$200K | – | 429 |
|
|
2019
Q4 | $200K | Buy |
+3,969
| New | +$200K | 0.05% | 413 |
|
|
2019
Q1 | – | Sell |
-3,345
| Closed | -$125K | – | 1033 |
|
|
2018
Q4 | $125K | Buy |
+3,345
| New | +$125K | 0.05% | 402 |
|
|
2018
Q1 | $174K | Hold |
3,975
| – | – | 0.08% | 302 |
|
|
2017
Q4 | $173K | Buy |
+3,975
| New | +$173K | 0.08% | 294 |
|