Pinnacle Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,500
| Closed | -$236K | – | 65 |
|
|
2022
Q4 | $236K | Hold |
4,500
| – | – | 0.17% | 54 |
|
|
2022
Q3 | $212K | Hold |
4,500
| – | – | 0.18% | 54 |
|
|
2022
Q2 | $222K | Hold |
4,500
| – | – | 0.19% | 54 |
|
|
2022
Q1 | $270K | Hold |
4,500
| – | – | 0.22% | 52 |
|
|
2021
Q4 | $290K | Buy |
+4,500
| New | +$290K | 0.22% | 52 |
|