TrinityPoint Wealth’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
Q2 | – | Sell |
-25,860
| Closed | -$1.55M | – | 296 |
|
|
2022
Q1 | $1.55M | Buy |
25,860
+1,179
| +5% | +$70.8K | 0.28% | 79 |
|
|
2021
Q4 | $1.59M | Sell |
24,681
-336
| -1% | -$21.6K | 0.28% | 81 |
|
|
2021
Q3 | $1.57M | Buy |
25,017
+2,736
| +12% | +$172K | 0.3% | 78 |
|
|
2021
Q2 | $1.38M | Buy |
+22,281
| New | +$1.38M | 0.28% | 84 |
|
|
2019
Q2 | – | Sell |
-19,956
| Closed | -$830K | – | 179 |
|
|
2019
Q1 | $830K | Sell |
19,956
-12,111
| -38% | -$504K | 0.41% | 70 |
|
|
2018
Q4 | $1.2M | Buy |
+32,067
| New | +$1.2M | 0.74% | 36 |
|