Quantum Capital Management (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $22K | Hold |
400
| – | – | 0.02% | 196 |
|
|
2020
Q2 | $22K | Hold |
400
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $19K | Hold |
400
| – | – | 0.01% | 271 |
|
|
2019
Q4 | $28K | Hold |
400
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $26K | Buy |
+400
| New | +$26K | 0.01% | 289 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$16K | – | 203 |
|
|
2013
Q4 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 197 |
|