SIM
SSI Investment Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-18,005
| Closed | -$1.55M | – | 295 |
|
|
2016
Q2 | $1.55M | Hold |
18,005
| – | – | 0.15% | 167 |
|
|
2016
Q1 | $1.52M | Buy |
18,005
+9
| +0.1% | +$762 | 0.16% | 160 |
|
|
2015
Q4 | $1.59M | Sell |
17,996
-17,105
| -49% | -$1.51M | 0.16% | 157 |
|
|
2015
Q3 | $2.95M | Buy |
35,101
+5
| +0% | +$420 | 0.32% | 117 |
|
|
2015
Q2 | $3.15M | Buy |
+35,096
| New | +$3.15M | 0.31% | 114 |
|