Patten Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-180
| Closed | -$7K | – | 381 |
|
|
2018
Q4 | $7K | Hold |
180
| – | – | ﹤0.01% | 463 |
|
|
2018
Q3 | $8K | Hold |
180
| – | – | ﹤0.01% | 550 |
|
|
2018
Q2 | $8K | Hold |
180
| – | – | ﹤0.01% | 523 |
|
|
2018
Q1 | $8K | Hold |
180
| – | – | ﹤0.01% | 482 |
|
|
2017
Q4 | $8K | Hold |
180
| – | – | ﹤0.01% | 507 |
|
|
2017
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 510 |
|
|
2017
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 529 |
|
|
2017
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 509 |
|
|
2016
Q4 | $7K | Hold |
180
| – | – | ﹤0.01% | 493 |
|
|
2016
Q3 | $5.32K | Hold |
180
| – | – | ﹤0.01% | 525 |
|
|
2016
Q2 | $4.84K | Hold |
180
| – | – | ﹤0.01% | 518 |
|
|
2016
Q1 | $4.87K | Hold |
180
| – | – | ﹤0.01% | 538 |
|
|
2015
Q4 | $5.4K | Hold |
180
| – | – | ﹤0.01% | 553 |
|
|
2015
Q3 | $5.13K | Hold |
180
| – | – | ﹤0.01% | 494 |
|
|
2015
Q2 | $5.64K | Buy |
+180
| New | +$5.64K | ﹤0.01% | 498 |
|
|
2015
Q1 | – | Sell |
-180
| Closed | -$6K | – | 216 |
|
|
2014
Q4 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 245 |
|