Tilia Fiduciary Partners’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
Q3 | – | Sell |
-72
| Closed | -$3.79K | – | 286 |
|
|
2023
Q2 | $3.79K | Hold |
72
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $3.62K | Hold |
72
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $3.78K | Hold |
72
| – | – | ﹤0.01% | 431 |
|
|
2022
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 480 |
|
|
2021
Q4 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 474 |
|