Summit X LLC’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	-37,119	Closed	-$83.5K	–	344
2020 Q3	$83.5K	Buy	37,119 +261	+0.7%	+$587	1.37%	15
2020 Q2	$1.47M	Buy	+36,858	New	+$1.47M	0.54%	52