TCWP’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
Q3
Sell
-5,364
Closed -$265K 280
2022
Q2
$265K Sell
5,364
-1,071
-17% -$52.9K 0.06% 221
2022
Q1
$386K Sell
6,435
-1,215
-16% -$72.9K 0.07% 185
2021
Q4
$492K Buy
+7,650
New +$492K 0.1% 148