Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $375K | Sell |
4,544
-80
| -2% | -$6.6K | 0.03% | 561 |
|
|
2021
Q2 | $375K | Buy |
4,624
+1,177
| +34% | +$95.5K | 0.03% | 578 |
|
|
2021
Q1 | $258K | Buy |
+3,447
| New | +$258K | 0.02% | 688 |
|
|
2019
Q4 | – | Sell |
-3,872
| Closed | -$249K | – | 744 |
|
|
2019
Q3 | $249K | Sell |
3,872
-8,494
| -69% | -$546K | 0.03% | 564 |
|
|
2019
Q2 | $777K | Sell |
12,366
-294
| -2% | -$18.5K | 0.08% | 264 |
|
|
2019
Q1 | $748K | Sell |
12,660
-232
| -2% | -$13.7K | 0.08% | 258 |
|
|
2018
Q4 | $686K | Buy |
+12,892
| New | +$686K | 0.09% | 239 |
|