Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-132
| Closed | -$8K | – | 803 |
|
|
2023
Q4 | $8K | Buy |
132
+3
| +2% | +$182 | ﹤0.01% | 1045 |
|
|
2023
Q3 | $7K | Hold |
129
| – | – | ﹤0.01% | 1090 |
|
|
2023
Q2 | $7K | Hold |
129
| – | – | ﹤0.01% | 1122 |
|
|
2023
Q1 | $7K | Hold |
129
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q4 | $7K | Buy |
129
+3
| +2% | +$163 | ﹤0.01% | 977 |
|
|
2022
Q3 | $6K | Hold |
126
| – | – | ﹤0.01% | 1035 |
|
|
2022
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 918 |
|
|
2022
Q1 | $8K | Hold |
126
| – | – | ﹤0.01% | 944 |
|
|
2021
Q4 | $8K | Sell |
126
-72
| -36% | -$4.57K | ﹤0.01% | 961 |
|
|
2021
Q3 | $12K | Hold |
198
| – | – | ﹤0.01% | 866 |
|
|
2021
Q2 | $12K | Hold |
198
| – | – | ﹤0.01% | 895 |
|
|
2021
Q1 | $11K | Hold |
198
| – | – | ﹤0.01% | 778 |
|
|
2020
Q4 | $10K | Buy |
+198
| New | +$10K | ﹤0.01% | 739 |
|