Montecito Bank & Trust’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
2020
Q4
Sell
-9,642
Closed -$392K 236
2020
Q3
$392K Sell
9,642
-1,056
-10% -$42.9K 0.1% 158
2020
Q2
$426K Buy
+10,698
New +$426K 0.12% 154