Patten 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-374
| Closed | -$20K | – | 380 |
|
|
2018
Q4 | $20K | Hold |
374
| – | – | 0.01% | 370 |
|
|
2018
Q3 | $23K | Hold |
374
| – | – | 0.01% | 408 |
|
|
2018
Q2 | $22K | Hold |
374
| – | – | 0.01% | 395 |
|
|
2018
Q1 | $22K | Hold |
374
| – | – | 0.01% | 399 |
|
|
2017
Q4 | $22K | Hold |
374
| – | – | 0.01% | 425 |
|
|
2017
Q3 | $21K | Buy |
+374
| New | +$21K | 0.01% | 413 |
|