Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-26,110
| Closed | -$1.8M | – | 83 |
|
|
2019
Q4 | $1.8M | Buy |
+26,110
| New | +$1.8M | 1.62% | 14 |
|
|
2019
Q3 | – | Sell |
-34,590
| Closed | -$2.17M | – | 80 |
|
|
2019
Q2 | $2.17M | Buy |
+34,590
| New | +$2.17M | 1.8% | 12 |
|
|
2017
Q2 | – | Sell |
-16,380
| Closed | -$852K | – | 76 |
|
|
2017
Q1 | $852K | Sell |
16,380
-39,470
| -71% | -$2.05M | 0.53% | 35 |
|
|
2016
Q4 | $2.83M | Buy |
+55,850
| New | +$2.83M | 1.73% | 16 |
|