Patriot Financial Group Insurance Agency’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-48
| Closed | -$4K | – | 2100 |
|
|
2022
Q1 | $4K | Sell |
48
-34
| -41% | -$2.83K | ﹤0.01% | 1692 |
|
|
2021
Q4 | $7K | Buy |
82
+34
| +71% | +$2.9K | ﹤0.01% | 1610 |
|
|
2021
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 1768 |
|
|
2021
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 1711 |
|
|
2021
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 1624 |
|
|
2020
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 1567 |
|
|
2020
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 1372 |
|
|
2020
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 1312 |
|
|
2018
Q2 | – | Sell |
-1,340
| Closed | -$77K | – | 764 |
|
|
2018
Q1 | $77K | Buy |
1,340
+700
| +109% | +$40.2K | 0.06% | 253 |
|
|
2017
Q4 | $38K | Hold |
640
| – | – | 0.03% | 336 |
|
|
2017
Q3 | $36K | Hold |
640
| – | – | 0.03% | 303 |
|
|
2017
Q2 | $35K | Hold |
640
| – | – | 0.04% | 305 |
|
|
2017
Q1 | $33K | Buy |
640
+340
| +113% | +$17.5K | 0.03% | 285 |
|
|
2016
Q4 | $15K | Buy |
+300
| New | +$15K | 0.02% | 403 |
|