Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-543
| Closed | -$31K | – | 2129 |
|
|
2021
Q1 | $31K | Sell |
543
-867
| -61% | -$49.5K | 0.01% | 944 |
|
|
2020
Q4 | $71K | Sell |
1,410
-8,172
| -85% | -$411K | 0.02% | 583 |
|
|
2020
Q3 | $390K | Buy |
9,582
+6,138
| +178% | +$250K | 0.13% | 170 |
|
|
2020
Q2 | $173K | Buy |
+3,444
| New | +$173K | 0.07% | 257 |
|
|
2018
Q2 | – | Sell |
-2,250
| Closed | -$96K | – | 765 |
|
|
2018
Q1 | $96K | Sell |
2,250
-975
| -30% | -$41.6K | 0.07% | 218 |
|
|
2017
Q4 | $142K | Sell |
3,225
-633
| -16% | -$27.9K | 0.11% | 160 |
|
|
2017
Q3 | $156K | Sell |
3,858
-321
| -8% | -$13K | 0.14% | 129 |
|
|
2017
Q2 | $160K | Sell |
4,179
-534
| -11% | -$20.4K | 0.17% | 118 |
|
|
2017
Q1 | $169K | Buy |
4,713
+561
| +14% | +$20.1K | 0.18% | 104 |
|
|
2016
Q4 | $147K | Buy |
+4,152
| New | +$147K | 0.2% | 105 |
|