SMFS
Squar Milner Financial Services’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,160
| Closed | -$119K | – | 473 |
|
|
2020
Q1 | $119K | Hold |
1,160
| – | – | 0.07% | 228 |
|
|
2019
Q4 | $176K | Buy |
+1,160
| New | +$176K | 0.09% | 219 |
|
|
2019
Q3 | – | Sell |
-1,224
| Closed | -$164K | – | 466 |
|
|
2019
Q2 | $164K | Sell |
1,224
-230
| -16% | -$30.8K | 0.11% | 190 |
|
|
2019
Q1 | $181K | Hold |
1,454
| – | – | 0.13% | 176 |
|
|
2018
Q4 | $163K | Sell |
1,454
-144
| -9% | -$16.1K | 0.16% | 158 |
|
|
2018
Q3 | $213K | Hold |
1,598
| – | – | 0.19% | 140 |
|
|
2018
Q2 | $207K | Hold |
1,598
| – | – | 0.18% | 151 |
|
|
2018
Q1 | $209K | Sell |
1,598
-199
| -11% | -$26K | 0.26% | 147 |
|
|
2017
Q4 | $253K | Buy |
+1,797
| New | +$253K | 0.31% | 118 |
|