TrinityPoint Wealth’s iShares US Financial Services ETF IYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$1.55M Buy
2021
Q4
$1.59M Sell
2021
Q3
$1.57M Buy
2021
Q2
$1.38M Buy
2019
Q2
Sell
2019
Q1
$830K Sell
2018
Q4
$1.2M Buy