Monetary Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,200
| Closed | -$61K | – | 305 |
|
|
2016
Q4 | $61K | Hold |
1,200
| – | – | 0.03% | 211 |
|
|
2016
Q3 | $54K | Hold |
1,200
| – | – | 0.03% | 216 |
|
|
2016
Q2 | $52K | Buy |
+1,200
| New | +$52K | 0.02% | 219 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$22K | – | 339 |
|
|
2015
Q2 | $22K | Hold |
500
| – | – | 0.01% | 297 |
|
|
2015
Q1 | $22K | Sell |
500
-2,000
| -80% | -$88K | 0.01% | 312 |
|
|
2014
Q4 | $113K | Hold |
2,500
| – | – | 0.05% | 191 |
|
|
2014
Q3 | $105K | Sell |
2,500
-1,000
| -29% | -$42K | 0.05% | 201 |
|
|
2014
Q2 | $145K | Sell |
3,500
-800
| -19% | -$33.1K | 0.07% | 179 |
|
|
2014
Q1 | $176K | Hold |
4,300
| – | – | 0.08% | 158 |
|
|
2013
Q4 | $172K | Hold |
4,300
| – | – | 0.08% | 161 |
|
|
2013
Q3 | $158K | Hold |
4,300
| – | – | 0.08% | 163 |
|
|
2013
Q2 | $153K | Buy |
+4,300
| New | +$153K | 0.08% | 172 |
|