Simplicity Solutions’s iShares US Financial Services ETF IYG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,884
Closed -$244K 751
2020
Q4
$244K Sell
4,884
-19,314
-80% -$965K ﹤0.01% 846
2020
Q3
$984K Sell
24,198
-35,256
-59% -$1.43M 0.02% 484
2020
Q2
$2.37M Buy
+59,454
New +$2.37M 0.05% 278