Wealthgate Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.69M | Sell |
51,917
-3,389
| -6% | -$241K | 10.27% | 2 |
|
|
2024
Q2 | $3.61M | Buy |
55,306
+11
| +0% | +$717 | 8.87% | 2 |
|
|
2024
Q1 | $3.67M | Buy |
55,295
+11
| +0% | +$729 | 9.52% | 2 |
|
|
2023
Q4 | $3.3M | Buy |
55,284
+33
| +0.1% | +$1.97K | 9.15% | 2 |
|
|
2023
Q3 | $2.85M | Hold |
55,251
| – | – | 8.85% | 3 |
|
|
2023
Q2 | $2.91M | Sell |
55,251
-10,605
| -16% | -$558K | 8.51% | 4 |
|
|
2023
Q1 | $3.31M | Buy |
65,856
+18
| +0% | +$906 | 9.53% | 2 |
|
|
2022
Q4 | $3.46M | Buy |
65,838
+18
| +0% | +$945 | 9.39% | 2 |
|
|
2022
Q3 | $3.1M | Buy |
65,820
+21
| +0% | +$989 | 8.24% | 4 |
|
|
2022
Q2 | $3.25M | Buy |
65,799
+15
| +0% | +$741 | 8.03% | 3 |
|
|
2022
Q1 | $3.95M | Buy |
65,784
+15
| +0% | +$902 | 7.93% | 3 |
|
|
2021
Q4 | $4.23M | Buy |
65,769
+12
| +0% | +$772 | 6.59% | 4 |
|
|
2021
Q3 | $4.13M | Buy |
65,757
+12
| +0% | +$753 | 6.34% | 4 |
|
|
2021
Q2 | $4.06M | Buy |
65,745
+6
| +0% | +$370 | 8% | 3 |
|
|
2021
Q1 | $3.75M | Buy |
65,739
+12
| +0% | +$685 | 5.1% | 6 |
|
|
2020
Q4 | $3.29M | Buy |
+65,727
| New | +$3.29M | 4.92% | 6 |
|