Surevest’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
Q1 | – | Sell |
-4,929
| Closed | -$250K | – | 121 |
|
|
2019
Q4 | $250K | Sell |
4,929
-1,443
| -23% | -$73.2K | 0.11% | 130 |
|
|
2019
Q3 | $290K | Sell |
6,372
-546
| -8% | -$24.8K | 0.14% | 113 |
|
|
2019
Q2 | $309K | Sell |
6,918
-14,187
| -67% | -$634K | 0.16% | 111 |
|
|
2019
Q1 | $878K | Sell |
21,105
-138
| -0.6% | -$5.74K | 0.54% | 46 |
|
|
2018
Q4 | $795K | Buy |
+21,243
| New | +$795K | 0.63% | 44 |
|