Prio Wealth Limited Partnership’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
Q3 | $427K | Hold |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $402K | Hold |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $342K | Hold |
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|
2022
Q4 | $363K | Hold |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $530K | Buy |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $389K | Hold |
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|
2021
Q1 | $359K | Hold |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $297K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $276K | Sell |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $276K | Sell |
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|
2019
Q1 | $289K | Hold |
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|
2018
Q4 | $260K | Hold |
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|
2018
Q3 | $297K | Hold |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $288K | Hold |
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|
2017
Q4 | $292K | Sell |
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|
2017
Q3 | $302K | Hold |
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|
2017
Q2 | $290K | Hold |
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|
2017
Q1 | $280K | Buy |
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|
2016
Q4 | $223K | Buy |
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