SevenBridge Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-750
| Closed | -$47K | – | 359 |
|
|
2019
Q2 | $47K | Buy |
750
+150
| +25% | +$9.4K | 0.02% | 281 |
|
|
2019
Q1 | $35K | Hold |
600
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $32K | Hold |
600
| – | – | 0.02% | 247 |
|
|
2018
Q3 | $36K | Hold |
600
| – | – | 0.02% | 267 |
|
|
2018
Q2 | $35K | Hold |
600
| – | – | 0.02% | 280 |
|
|
2018
Q1 | $35K | Hold |
600
| – | – | 0.02% | 288 |
|
|
2017
Q4 | $36K | Hold |
600
| – | – | 0.02% | 302 |
|
|
2017
Q3 | $34K | Hold |
600
| – | – | 0.02% | 302 |
|
|
2017
Q2 | $32K | Hold |
600
| – | – | 0.02% | 323 |
|
|
2017
Q1 | $31K | Hold |
600
| – | – | 0.02% | 316 |
|
|
2016
Q4 | $27K | Hold |
600
| – | – | 0.02% | 323 |
|
|
2016
Q3 | $27K | Hold |
600
| – | – | 0.02% | 322 |
|
|
2016
Q2 | $26K | Buy |
+600
| New | +$26K | 0.02% | 373 |
|