One Advisory Partners’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
-52,383
Closed -$2.13M 29
2020
Q3
$2.13M Sell
52,383
-3,795
-7% -$154K 1.62% 16
2020
Q2
$2.24M Buy
+56,178
New +$2.24M 1.8% 17