Rehmann Capital Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-291
| Closed | -$13K | – | 1929 |
|
2019
Q2 | $13K | Buy |
+291
| New | +$13K | ﹤0.01% | 1261 |
|
2018
Q4 | – | Sell |
-2,061
| Closed | -$91.6K | – | 2002 |
|
2018
Q3 | $91.6K | Hold |
2,061
| – | – | 0.01% | 604 |
|
2018
Q2 | $89K | Hold |
2,061
| – | – | 0.01% | 587 |
|
2018
Q1 | $90K | Buy |
+2,061
| New | +$90K | 0.01% | 571 |
|