WealthBridge Capital Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,028
| Closed | -$415K | – | 128 |
|
|
2019
Q4 | $415K | Sell |
6,028
-412
| -6% | -$28.4K | 0.27% | 77 |
|
|
2019
Q3 | $415K | Sell |
6,440
-2,328
| -27% | -$150K | 0.3% | 72 |
|
|
2019
Q2 | $466K | Buy |
8,768
+492
| +6% | +$26.1K | 0.43% | 58 |
|
|
2019
Q1 | $510K | Sell |
8,276
-492
| -6% | -$30.3K | 0.32% | 61 |
|
|
2018
Q4 | $466K | Buy |
+8,768
| New | +$466K | 0.35% | 58 |
|