Planned Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,026
| Closed | -$72.9K | – | 379 |
|
|
2024
Q3 | $72.9K | Buy |
+1,026
| New | +$72.9K | 0.03% | 254 |
|
|
2024
Q1 | – | Sell |
-981
| Closed | -$58.7K | – | 322 |
|
|
2023
Q4 | $58.7K | Buy |
+981
| New | +$58.7K | 0.03% | 262 |
|
|
2021
Q1 | – | Sell |
-240
| Closed | -$12K | – | 240 |
|
|
2020
Q4 | $12K | Hold |
240
| – | – | 0.01% | 321 |
|
|
2020
Q3 | $10K | Buy |
+240
| New | +$10K | 0.01% | 258 |
|