Snider Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33,747
| Closed | -$1.74M | – | 59 |
|
|
2023
Q3 | $1.74M | Hold |
33,747
| – | – | 0.84% | 39 |
|
|
2023
Q2 | $1.78M | Sell |
33,747
-57,234
| -63% | -$3.01M | 0.85% | 38 |
|
|
2023
Q1 | $4.58M | Sell |
90,981
-1,209
| -1% | -$60.8K | 2.44% | 11 |
|
|
2022
Q4 | $4.84M | Sell |
92,190
-1,722
| -2% | -$90.4K | 2.68% | 10 |
|
|
2022
Q3 | $4.73M | Buy |
93,912
+1,557
| +2% | +$78.4K | 2.57% | 12 |
|
|
2022
Q2 | $4.56M | Buy |
92,355
+33,705
| +57% | +$1.67M | 2.49% | 13 |
|
|
2022
Q1 | $3.53M | Buy |
58,650
+960
| +2% | +$57.7K | 1.6% | 25 |
|
|
2021
Q4 | $3.78M | Buy |
57,690
+927
| +2% | +$60.7K | 1.6% | 23 |
|
|
2021
Q3 | $3.78M | Buy |
56,763
+3,342
| +6% | +$222K | 1.65% | 20 |
|
|
2021
Q2 | $3.28M | Buy |
+53,421
| New | +$3.28M | 1.54% | 22 |
|