Mount Yale Investment Advisors’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	-14,556	Closed	-$592K	–	410
2020 Q3	$592K	Buy	14,556 +1,074	+8%	+$43.7K	0.08%	221
2020 Q2	$537K	Buy	+13,482	New	+$537K	0.1%	219