Total Clarity Wealth 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
Q3 | – | Sell |
-704
| Closed | -$49K | – | 612 |
|
|
2022
Q2 | $49K | Buy |
+704
| New | +$49K | 0.03% | 416 |
|
|
2022
Q1 | – | Sell |
-704
| Closed | -$61K | – | 568 |
|
|
2021
Q4 | $61K | Buy |
704
+150
| +27% | +$13K | 0.03% | 373 |
|
|
2021
Q3 | $46K | Buy |
+554
| New | +$46K | 0.02% | 422 |
|
|
2021
Q2 | – | Sell |
-554
| Closed | -$41K | – | 465 |
|
|
2021
Q1 | $41K | Buy |
+554
| New | +$41K | 0.02% | 369 |
|