Sargent Bickham Lagudis’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $112K | Hold |
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|
2022
Q3 | $100K | Sell |
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|
2022
Q2 | $109K | Sell |
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|
2022
Q1 | $150K | Buy |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $133K | Hold |
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|
2021
Q2 | $131K | Sell |
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|
2021
Q1 | $139K | Sell |
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|
2020
Q4 | $146K | Hold |
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|
2020
Q3 | $124K | Hold |
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|
2020
Q2 | $120K | Sell |
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|
2020
Q1 | $123K | Hold |
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|
2019
Q4 | $174K | Hold |
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|
2019
Q3 | $162K | Hold |
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|
2019
Q2 | $159K | Hold |
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|
2019
Q1 | $149K | Hold |
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|
2018
Q4 | $134K | Sell |
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|
2018
Q3 | $175K | Hold |
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|
2018
Q2 | $169K | Hold |
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|
2018
Q1 | $170K | Sell |
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|
2017
Q4 | $191K | Hold |
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|
2017
Q3 | $180K | Sell |
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|
2017
Q2 | $203K | Hold |
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|
2017
Q1 | $197K | Hold |
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|
2016
Q4 | $192K | Sell |
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|
2016
Q3 | $176 | Sell |
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|
2016
Q2 | $215K | Sell |
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|
2016
Q1 | $222K | Buy |
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