UCMOK
United Capital Management of KS’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,572
| Closed | -$217K | – | 95 |
|
|
2019
Q4 | $217K | Sell |
1,572
-340
| -18% | -$46.9K | 0.14% | 104 |
|
|
2019
Q3 | $242K | Sell |
1,912
-157
| -8% | -$19.9K | 0.18% | 95 |
|
|
2019
Q2 | $262K | Sell |
2,069
-178
| -8% | -$22.5K | 0.2% | 92 |
|
|
2019
Q1 | $278K | Sell |
2,247
-235
| -9% | -$29.1K | 0.22% | 89 |
|
|
2018
Q4 | $264K | Buy |
2,482
+138
| +6% | +$14.7K | 0.24% | 91 |
|
|
2018
Q3 | $293K | Buy |
+2,344
| New | +$293K | 0.24% | 90 |
|