Stone House Investment Management’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
2020
Q4
Sell
-63,981
Closed -$2.6M 39
2020
Q3
$2.6M Buy
63,981
+1,740
+3% +$70.8K 1.05% 23
2020
Q2
$2.48M Buy
+62,241
New +$2.48M 1.24% 22