Tilia Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-532
| Closed | -$39.7K | – | 285 |
|
|
2023
Q2 | $39.7K | Buy |
532
+2
| +0.4% | +$149 | 0.04% | 243 |
|
|
2023
Q1 | $37.7K | Buy |
530
+3
| +0.6% | +$213 | 0.04% | 241 |
|
|
2022
Q4 | $39.8K | Buy |
527
+3
| +0.6% | +$226 | 0.04% | 220 |
|
|
2022
Q3 | $36K | Buy |
524
+2
| +0.4% | +$137 | 0.04% | 226 |
|
|
2022
Q2 | $37K | Buy |
522
+3
| +0.6% | +$213 | 0.04% | 235 |
|
|
2022
Q1 | $44K | Buy |
519
+2
| +0.4% | +$170 | 0.04% | 233 |
|
|
2021
Q4 | $45K | Buy |
+517
| New | +$45K | 0.04% | 235 |
|