Strategic Blueprint’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,003
| Closed | -$361K | – | 510 |
|
|
2022
Q1 | $361K | Sell |
6,003
-615
| -9% | -$37K | 0.04% | 344 |
|
|
2021
Q4 | $426K | Sell |
6,618
-4,347
| -40% | -$280K | 0.05% | 294 |
|
|
2021
Q3 | $688K | Buy |
10,965
+933
| +9% | +$58.5K | 0.11% | 188 |
|
|
2021
Q2 | $619K | Sell |
10,032
-1,560
| -13% | -$96.3K | 0.1% | 200 |
|
|
2021
Q1 | $662K | Sell |
11,592
-8,457
| -42% | -$483K | 0.14% | 138 |
|
|
2020
Q4 | $1M | Sell |
20,049
-29,649
| -60% | -$1.48M | 0.25% | 89 |
|
|
2020
Q3 | $2.02M | Buy |
49,698
+19,986
| +67% | +$813K | 0.63% | 44 |
|
|
2020
Q2 | $1.18M | Buy |
+29,712
| New | +$1.18M | 0.42% | 64 |
|