Vahanian & Associates Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,285
| Closed | -$467K | – | 71 |
|
|
2023
Q1 | $467K | Buy |
9,285
+1,215
| +15% | +$61.1K | 1.3% | 24 |
|
|
2022
Q4 | $424K | Buy |
+8,070
| New | +$424K | 1.39% | 24 |
|
|
2022
Q3 | – | Sell |
-4,500
| Closed | -$222K | – | 56 |
|
|
2022
Q2 | $222K | Sell |
4,500
-1,500
| -25% | -$74K | 0.96% | 30 |
|
|
2022
Q1 | $361K | Sell |
6,000
-2,055
| -26% | -$124K | 0.83% | 33 |
|
|
2021
Q4 | $518K | Buy |
+8,055
| New | +$518K | 0.42% | 65 |
|