New England Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $64K | Buy |
2,100
+150
| +8% | +$4.57K | 0.02% | 531 |
|
|
2014
Q3 | $56K | Sell |
1,950
-3,063
| -61% | -$88K | 0.02% | 583 |
|
|
2014
Q2 | $141K | Sell |
5,013
-2,184
| -30% | -$61.4K | 0.05% | 368 |
|
|
2014
Q1 | $204K | Sell |
7,197
-987
| -12% | -$28K | 0.08% | 257 |
|
|
2013
Q4 | $228K | Buy |
8,184
+3,486
| +74% | +$97.1K | 0.09% | 237 |
|
|
2013
Q3 | $116K | Buy |
4,698
+3,768
| +405% | +$93K | 0.06% | 318 |
|
|
2013
Q2 | $22K | Buy |
+930
| New | +$22K | 0.01% | 657 |
|