MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,876
| Closed | -$543K | – | 220 |
|
|
2019
Q4 | $543K | Buy |
7,876
+30
| +0.4% | +$2.07K | 0.04% | 185 |
|
|
2019
Q3 | $505K | Buy |
+7,846
| New | +$505K | 0.04% | 179 |
|
|
2019
Q2 | – | Hold |
0
| – | -$458K | – | 169 |
|
|
2019
Q1 | – | Hold |
0
| – | -$412K | – | 167 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 169 |
|