Tevis Investment Management’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-245
Closed -$17K 138
2022
Q3
$17K Hold
245
0.02% 297
2022
Q2
$17K Sell
245
-1,382
-85% -$95.9K 0.02% 300
2022
Q1
$136K Sell
1,627
-464
-22% -$38.8K 0.12% 116
2021
Q4
$180K Buy
+2,091
New +$180K 0.16% 112