Patriot Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,322
| Closed | -$106K | – | 327 |
|
|
2022
Q4 | $106K | Buy |
+1,322
| New | +$106K | 0.01% | 275 |
|
|
2021
Q2 | – | Sell |
-2,738
| Closed | -$204K | – | 248 |
|
|
2021
Q1 | $204K | Buy |
+2,738
| New | +$204K | 0.02% | 227 |
|
|
2020
Q3 | – | Sell |
-3,198
| Closed | -$176K | – | 432 |
|
|
2020
Q2 | $176K | Buy |
+3,198
| New | +$176K | 0.02% | 219 |
|
|
2020
Q1 | – | Sell |
-3,198
| Closed | -$220K | – | 210 |
|
|
2019
Q4 | $220K | Sell |
3,198
-360
| -10% | -$24.8K | 0.03% | 207 |
|
|
2019
Q3 | $224K | Hold |
3,558
| – | – | 0.03% | 200 |
|
|
2019
Q2 | $223K | Sell |
3,558
-330
| -8% | -$20.7K | 0.03% | 203 |
|
|
2019
Q1 | $229K | Buy |
+3,888
| New | +$229K | 0.03% | 196 |
|