TAM
Tucker Asset Management’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.17K | Sell |
105
-240
| -70% | -$18.7K | ﹤0.01% | 834 |
|
|
2024
Q3 | $24.5K | Hold |
345
| – | – | 0.01% | 483 |
|
|
2024
Q2 | $22.5K | Hold |
345
| – | – | ﹤0.01% | 591 |
|
|
2024
Q1 | $22.9K | Buy |
345
+230
| +200% | +$15.2K | 0.01% | 627 |
|
|
2023
Q4 | $20.6K | Hold |
115
| – | – | 0.01% | 524 |
|
|
2023
Q3 | $17.8K | Hold |
115
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $18.2K | Hold |
115
| – | – | 0.01% | 419 |
|
|
2023
Q1 | $17.4K | Hold |
115
| – | – | 0.01% | 449 |
|
|
2022
Q4 | $18.1K | Hold |
115
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $18.3K | Hold |
115
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $17K | Hold |
115
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $20.7K | Sell |
115
-39
| -25% | -$7.03K | 0.01% | 148 |
|
|
2021
Q4 | $29.8K | Hold |
154
| – | – | 0.01% | 123 |
|
|
2021
Q3 | $30.8K | Hold |
154
| – | – | 0.01% | 110 |
|
|
2021
Q2 | $28.5K | Sell |
154
-180
| -54% | -$33.3K | 0.01% | 105 |
|
|
2021
Q1 | $57.2K | Sell |
334
-27
| -7% | -$4.62K | 0.03% | 65 |
|
|
2020
Q4 | $54.2K | Buy |
+361
| New | +$54.2K | 0.03% | 59 |
|