Rowland Carmichael 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
2020
Q4
$14K Sell
276
-15,144
-98% -$768K ﹤0.01% 347
2020
Q3
$627K Buy
15,420
+840
+6% +$34.2K 0.25% 108
2020
Q2
$580K Buy
+14,580
New +$580K 0.25% 105