Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 668 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 524 |
|
|
2020
Q3 | – | Sell |
-3
| Closed | -$1K | – | 341 |
|
|
2020
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 419 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | -$1K | – | 325 |
|
|
2019
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 475 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | -$1K | – | 287 |
|
|
2018
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 441 |
|
|
2018
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 413 |
|
|
2018
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 391 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 371 |
|
|
2017
Q3 | – | Sell |
-6
| Closed | -$1K | – | 433 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 342 |
|
|
2017
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 376 |
|
|
2016
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 379 |
|
|
2016
Q2 | $1K | Sell |
6
-1,176
| -99% | -$196K | ﹤0.01% | 348 |
|
|
2016
Q1 | $32K | Sell |
1,182
-14,172
| -92% | -$384K | ﹤0.01% | 428 |
|
|
2015
Q4 | $461K | Buy |
15,354
+237
| +2% | +$7.12K | 0.03% | 243 |
|
|
2015
Q3 | $431K | Sell |
15,117
-4,674
| -24% | -$133K | 0.03% | 220 |
|
|
2015
Q2 | $621K | Buy |
+19,791
| New | +$621K | 0.04% | 210 |
|