Osaic Holdings’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-722
| Closed | -$20K | – | 7604 |
|
|
2022
Q2 | $20K | Sell |
722
-330
| -31% | -$9.14K | ﹤0.01% | 5621 |
|
|
2022
Q1 | $34K | Sell |
1,052
-73
| -6% | -$2.36K | ﹤0.01% | 5355 |
|
|
2021
Q4 | $37K | Buy |
1,125
+73
| +7% | +$2.4K | ﹤0.01% | 5367 |
|
|
2021
Q3 | $33K | Sell |
1,052
-1,033
| -50% | -$32.4K | ﹤0.01% | 5424 |
|
|
2021
Q2 | $66K | Buy |
+2,085
| New | +$66K | ﹤0.01% | 4823 |
|