SOA Wealth Advisors’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-226
| Closed | -$6K | – | 1037 |
|
|
2022
Q2 | $6K | Buy |
226
+1
| +0.4% | +$27 | ﹤0.01% | 579 |
|
|
2022
Q1 | $7K | Buy |
225
+2
| +0.9% | +$62 | ﹤0.01% | 648 |
|
|
2021
Q4 | $7K | Buy |
223
+2
| +0.9% | +$63 | ﹤0.01% | 631 |
|
|
2021
Q3 | $7K | Hold |
221
| – | – | ﹤0.01% | 649 |
|
|
2021
Q2 | $6K | Buy |
221
+2
| +0.9% | +$54 | ﹤0.01% | 656 |
|
|
2021
Q1 | $6K | Hold |
219
| – | – | ﹤0.01% | 608 |
|
|
2020
Q4 | $5K | Buy |
+219
| New | +$5K | ﹤0.01% | 621 |
|