OCPWS
One Charles Private Wealth Services’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,868
| Closed | -$878K | – | 119 |
|
|
2022
Q1 | $878K | Buy |
4,868
+257
| +6% | +$46.4K | 0.55% | 40 |
|
|
2021
Q4 | $890K | Buy |
4,611
+83
| +2% | +$16K | 0.5% | 38 |
|
|
2021
Q3 | $852K | Buy |
4,528
+670
| +17% | +$126K | 0.49% | 37 |
|
|
2021
Q2 | $715K | Buy |
+3,858
| New | +$715K | 0.48% | 44 |
|