Samalin Investment Counsel’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 |
-3,303
| Closed | -$213K | – | 251 |
|
|
2021
Q4 | $213K | Sell |
3,303
-138
| -4% | -$8.9K | 0.13% | 219 |
|
|
2021
Q3 | $216K | Sell |
3,441
-576
| -14% | -$36.2K | 0.14% | 215 |
|
|
2021
Q2 | $248K | Hold |
4,017
| – | – | 0.16% | 196 |
|
|
2021
Q1 | $229K | Hold |
4,017
| – | – | 0.15% | 198 |
|
|
2020
Q4 | $201K | Buy |
+4,017
| New | +$201K | 0.15% | 205 |
|
|
2020
Q1 | – | Sell |
-4,452
| Closed | -$225K | – | 336 |
|
|
2019
Q4 | $225K | Buy |
+4,452
| New | +$225K | 0.19% | 135 |
|