WMS
Wealth Management Solutions’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,762
| Closed | -$208K | – | 96 |
|
|
2022
Q4 | $208K | Sell |
2,762
-372
| -12% | -$28K | 0.11% | 81 |
|
|
2022
Q3 | $212K | Buy |
3,134
+6
| +0.2% | +$406 | 0.12% | 76 |
|
|
2022
Q2 | $219K | Sell |
3,128
-355
| -10% | -$24.9K | 0.12% | 84 |
|
|
2022
Q1 | $294K | Sell |
3,483
-2,183
| -39% | -$184K | 0.15% | 85 |
|
|
2021
Q4 | $491K | Buy |
+5,666
| New | +$491K | 0.25% | 63 |
|