Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-306
| Closed | -$20K | – | 603 |
|
|
2024
Q2 | $20K | Hold |
306
| – | – | 0.01% | 511 |
|
|
2024
Q1 | $20.3K | Hold |
306
| – | – | 0.01% | 513 |
|
|
2023
Q4 | $18.3K | Hold |
306
| – | – | 0.01% | 510 |
|
|
2023
Q3 | $16K | Hold |
306
| – | – | 0.01% | 516 |
|
|
2023
Q2 | $16K | Buy |
+306
| New | +$16K | 0.01% | 516 |
|
|
2022
Q4 | $16K | Hold |
306
| – | – | 0.01% | 475 |
|
|
2022
Q3 | $14K | Hold |
306
| – | – | 0.01% | 486 |
|
|
2022
Q2 | $15K | Sell |
306
-405
| -57% | -$19.9K | 0.01% | 490 |
|
|
2022
Q1 | $43K | Buy |
711
+105
| +17% | +$6.35K | 0.02% | 352 |
|
|
2021
Q4 | $39K | Buy |
+606
| New | +$39K | 0.02% | 393 |
|