Trek Financial’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
2020
Q4
Sell
-22,164
Closed -$902K 223
2020
Q3
$902K Buy
22,164
+3,186
+17% +$130K 0.14% 57
2020
Q2
$755K Buy
+18,978
New +$755K 0.12% 60