Perigon Wealth Management’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
Q1
Sell
-5,520
Closed -$276K 768
2020
Q4
$276K Buy
+5,520
New +$276K 0.03% 348