SMG
Spectrum Management Group’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,003
| Closed | -$1.44M | – | 278 |
|
|
2022
Q1 | $1.44M | Sell |
8,003
-331
| -4% | -$59.7K | 0.23% | 80 |
|
|
2021
Q4 | $1.61M | Buy |
8,334
+5,245
| +170% | +$1.01M | 0.23% | 79 |
|
|
2021
Q3 | $581K | Buy |
3,089
+2,741
| +788% | +$516K | 0.09% | 89 |
|
|
2021
Q2 | $64K | Buy |
+348
| New | +$64K | 0.01% | 149 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$1K | – | 243 |
|
|
2020
Q4 | $1K | Sell |
8
-18,328
| -100% | -$2.29M | ﹤0.01% | 218 |
|
|
2020
Q3 | $2.24M | Buy |
18,336
+313
| +2% | +$38.2K | 0.52% | 59 |
|
|
2020
Q2 | $2.15M | Buy |
+18,023
| New | +$2.15M | 0.55% | 58 |
|