Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-963
| Closed | -$50.5K | – | 675 |
|
|
2022
Q4 | $50.5K | Buy |
963
+6
| +0.6% | +$315 | 0.02% | 124 |
|
|
2022
Q3 | $45K | Buy |
957
+6
| +0.6% | +$282 | 0.02% | 122 |
|
|
2022
Q2 | $47K | Buy |
951
+6
| +0.6% | +$297 | 0.02% | 130 |
|
|
2022
Q1 | $57K | Sell |
945
-102
| -10% | -$6.15K | 0.06% | 114 |
|
|
2021
Q4 | $67K | Buy |
+1,047
| New | +$67K | 0.05% | 113 |
|