Risk Paradigm Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $570K | Buy |
10,716
+1,530
| +17% | +$81.4K | 1.39% | 19 |
|
|
2018
Q3 | $558K | Hold |
9,186
| – | – | 1.11% | 31 |
|
|
2018
Q2 | $538K | Buy |
9,186
+1,184
| +15% | +$69.4K | 1.04% | 25 |
|
|
2018
Q1 | $471K | Hold |
8,002
| – | – | 0.6% | 47 |
|
|
2017
Q4 | $478K | Sell |
8,002
-154
| -2% | -$9.2K | 0.51% | 56 |
|
|
2017
Q3 | $457K | Buy |
8,156
+1,698
| +26% | +$95.2K | 0.56% | 55 |
|
|
2017
Q2 | $347K | Sell |
6,458
-4,328
| -40% | -$233K | 0.41% | 74 |
|
|
2017
Q1 | $561K | Sell |
10,786
-4,118
| -28% | -$214K | 0.64% | 46 |
|
|
2016
Q4 | $756K | Buy |
14,904
+156
| +1% | +$7.91K | 0.83% | 40 |
|
|
2016
Q3 | $664K | Buy |
+14,748
| New | +$664K | 0.5% | 52 |
|