Northwest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-918
| Closed | -$38K | – | 308 |
|
|
2019
Q1 | $38K | Buy |
918
+300
| +49% | +$12.4K | 0.03% | 243 |
|
|
2018
Q4 | $23K | Hold |
618
| – | – | 0.02% | 268 |
|
|
2018
Q3 | $27K | Hold |
618
| – | – | 0.02% | 275 |
|
|
2018
Q2 | $27K | Hold |
618
| – | – | 0.02% | 275 |
|
|
2018
Q1 | $27K | Buy |
+618
| New | +$27K | 0.02% | 282 |
|