Pinnacle Private Wealth’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
2022
Q2
$423K Buy
6,041
+39
+0.6% +$2.73K 0.17% 146
2022
Q1
$507K Buy
6,002
+1,079
+22% +$91.1K 0.16% 149
2021
Q4
$427K Buy
+4,923
New +$427K 0.13% 166