WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,596
| Closed | -$296K | – | 194 |
|
|
2021
Q4 | $296K | Sell |
4,596
-90
| -2% | -$5.8K | 0.11% | 131 |
|
|
2021
Q3 | $294K | Buy |
+4,686
| New | +$294K | 0.11% | 127 |
|
|
2019
Q2 | – | Sell |
-966
| Closed | -$43K | – | 495 |
|
|
2019
Q1 | $43K | Buy |
966
+261
| +37% | +$11.6K | 0.03% | 312 |
|
|
2018
Q4 | $26K | Buy |
+705
| New | +$26K | 0.02% | 357 |
|