Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.89M | Buy |
54,306
+6,382
| +13% | +$339K | 2.23% | 12 |
|
|
2018
Q3 | $2.91M | Buy |
47,924
+1,940
| +4% | +$118K | 1.99% | 13 |
|
|
2018
Q2 | $2.69M | Buy |
45,984
+4,440
| +11% | +$260K | 1.95% | 14 |
|
|
2018
Q1 | $2.45M | Buy |
41,544
+2,632
| +7% | +$155K | 1.84% | 16 |
|
|
2017
Q4 | $2.32M | Sell |
38,912
-100
| -0.3% | -$5.97K | 1.78% | 17 |
|
|
2017
Q3 | $2.19M | Buy |
39,012
+990
| +3% | +$55.5K | 1.88% | 16 |
|
|
2017
Q2 | $2.04M | Buy |
38,022
+1,130
| +3% | +$60.7K | 1.75% | 17 |
|
|
2017
Q1 | $1.92M | Buy |
36,892
+1,074
| +3% | +$55.9K | 1.76% | 18 |
|
|
2016
Q4 | $1.82M | Sell |
35,818
-590
| -2% | -$29.9K | 1.78% | 19 |
|
|
2016
Q3 | $1.64M | Buy |
36,408
+120
| +0.3% | +$5.4K | 1.61% | 20 |
|
|
2016
Q2 | $1.56M | Buy |
36,288
+2,310
| +7% | +$99.2K | 1.59% | 20 |
|
|
2016
Q1 | $1.44M | Buy |
33,978
+6,864
| +25% | +$290K | 1.44% | 25 |
|
|
2015
Q4 | $1.2M | Buy |
27,114
+13,260
| +96% | +$586K | 1.25% | 30 |
|
|
2015
Q3 | $583K | Buy |
13,854
+1,554
| +13% | +$65.4K | 0.61% | 50 |
|
|
2015
Q2 | $552K | Buy |
12,300
+3,490
| +40% | +$157K | 0.41% | 68 |
|
|
2015
Q1 | $392K | Buy |
8,810
+5,400
| +158% | +$240K | 0.28% | 87 |
|
|
2014
Q4 | $154K | Buy |
3,410
+2,800
| +459% | +$126K | 0.1% | 155 |
|
|
2014
Q3 | $26K | Buy |
+610
| New | +$26K | 0.02% | 241 |
|