True Link Financial Advisors’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,244
| Closed | -$274K | – | 128 |
|
|
2022
Q1 | $274K | Sell |
3,244
-3,196
| -50% | -$270K | 0.04% | 109 |
|
|
2021
Q4 | $558K | Sell |
6,440
-110
| -2% | -$9.53K | 0.07% | 93 |
|
|
2021
Q3 | $541K | Hold |
6,550
| – | – | 0.07% | 84 |
|
|
2021
Q2 | $531K | Sell |
6,550
-8,330
| -56% | -$675K | 0.08% | 74 |
|
|
2021
Q1 | $1.11M | Hold |
14,880
| – | – | 0.16% | 62 |
|
|
2020
Q4 | $994K | Buy |
+14,880
| New | +$994K | 0.16% | 64 |
|