SAM
Stringer Asset Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,010
| Closed | -$674K | – | 33 |
|
|
2015
Q3 | $674K | Buy |
+8,010
| New | +$674K | 0.82% | 25 |
|
|
2014
Q2 | – | Sell |
-11,522
| Closed | -$942K | – | 40 |
|
|
2014
Q1 | $942K | Sell |
11,522
-3,502
| -23% | -$286K | 0.71% | 19 |
|
|
2013
Q4 | $1.18M | Buy |
+15,024
| New | +$1.18M | 1.04% | 22 |
|