Pinnacle Holdings’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $209K | Hold |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $183K | Hold |
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|
2023
Q1 | $174K | Hold |
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|
2022
Q4 | $185K | Hold |
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|
2022
Q3 | $166K | Hold |
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|
2022
Q2 | $172K | Hold |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $213K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $184K | Hold |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $135K | Hold |
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|
2020
Q1 | $119K | Hold |
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|
2019
Q4 | $169K | Sell |
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|
2019
Q3 | $615K | Hold |
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|
2019
Q2 | $600K | Hold |
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|
2019
Q1 | $564K | Hold |
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|
2018
Q4 | $508K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $559K | Hold |
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|
2018
Q1 | $562K | Hold |
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|
2017
Q4 | $570K | Hold |
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|
2017
Q3 | $535K | Hold |
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|
2017
Q2 | $513K | Hold |
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|
2017
Q1 | $497K | Hold |
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|
2016
Q4 | $484K | Hold |
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|
2016
Q3 | $430K | Hold |
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|
2016
Q2 | $410K | Hold |
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|
2016
Q1 | $404K | Hold |
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|
2015
Q4 | $422K | Hold |
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|
2015
Q3 | $402K | Hold |
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|
2015
Q2 | $428K | Hold |
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|
2015
Q1 | $425K | Hold |
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|
2014
Q4 | $431K | Hold |
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|
2014
Q3 | $400K | Hold |
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|
2014
Q2 | $397K | Hold |
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|
2014
Q1 | $390K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $350K | Hold |
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|
2013
Q2 | $341K | Buy |
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