Pittenger & Anderson Inc’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-300
| Closed | -$13K | – | 381 |
|
|
2018
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 325 |
|
|
2018
Q1 | $13K | Sell |
300
-150
| -33% | -$6.5K | ﹤0.01% | 323 |
|
|
2017
Q4 | $20K | Hold |
450
| – | – | ﹤0.01% | 319 |
|
|
2017
Q3 | $18K | Hold |
450
| – | – | ﹤0.01% | 314 |
|
|
2017
Q2 | $17K | Hold |
450
| – | – | ﹤0.01% | 318 |
|
|
2017
Q1 | $16K | Hold |
450
| – | – | ﹤0.01% | 299 |
|
|
2016
Q4 | $16K | Sell |
450
-1,500
| -77% | -$53.3K | ﹤0.01% | 319 |
|
|
2016
Q3 | $57K | Hold |
1,950
| – | – | 0.01% | 257 |
|
|
2016
Q2 | $52K | Sell |
1,950
-300
| -13% | -$8K | 0.01% | 265 |
|
|
2016
Q1 | $61K | Sell |
2,250
-150
| -6% | -$4.07K | 0.01% | 281 |
|
|
2015
Q4 | $72K | Buy |
2,400
+150
| +7% | +$4.5K | 0.01% | 286 |
|
|
2015
Q3 | $64K | Hold |
2,250
| – | – | 0.01% | 295 |
|
|
2015
Q2 | $71K | Hold |
2,250
| – | – | 0.01% | 298 |
|
|
2015
Q1 | $67K | Hold |
2,250
| – | – | 0.01% | 297 |
|
|
2014
Q4 | $69K | Sell |
2,250
-1,500
| -40% | -$46K | 0.01% | 290 |
|
|
2014
Q3 | $108K | Hold |
3,750
| – | – | 0.02% | 248 |
|
|
2014
Q2 | $106K | Buy |
+3,750
| New | +$106K | 0.02% | 255 |
|