Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,907
| Closed | -$1.35M | – | 548 |
|
|
2021
Q4 | $1.35M | Buy |
20,907
+564
| +3% | +$36.3K | 0.12% | 182 |
|
|
2021
Q3 | $1.28M | Buy |
+20,343
| New | +$1.28M | 0.12% | 171 |
|
|
2020
Q3 | – | Sell |
-16,032
| Closed | -$638K | – | 136 |
|
|
2020
Q2 | $638K | Buy |
+16,032
| New | +$638K | 0.12% | 162 |
|
|
2015
Q4 | – | Sell |
-126
| Closed | -$3K | – | 588 |
|
|
2015
Q3 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 890 |
|