WealthOne’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
Q3 | $201K | Hold |
3,891
| – | – | 0.08% | 84 |
|
|
2023
Q2 | $205K | Buy |
+3,891
| New | +$205K | 0.08% | 107 |
|
|
2023
Q1 | – | Sell |
-3,891
| Closed | -$204K | – | 114 |
|
|
2022
Q4 | $204K | Buy |
+3,891
| New | +$204K | 0.08% | 114 |
|
|
2022
Q2 | – | Sell |
-5,400
| Closed | -$325K | – | 130 |
|
|
2022
Q1 | $325K | Buy |
5,400
+1,509
| +39% | +$90.8K | 0.11% | 83 |
|
|
2021
Q4 | $250K | Sell |
3,891
-2,235
| -36% | -$144K | 0.09% | 95 |
|
|
2021
Q3 | $384K | Buy |
6,126
+9
| +0.1% | +$564 | 0.14% | 77 |
|
|
2021
Q2 | $378K | Buy |
6,117
+2,226
| +57% | +$138K | 0.15% | 81 |
|
|
2021
Q1 | $222K | Buy |
+3,891
| New | +$222K | 0.1% | 111 |
|
|
2019
Q1 | – | Sell |
-3,765
| Closed | -$141K | – | 323 |
|
|
2018
Q4 | $141K | Buy |
+3,765
| New | +$141K | 0.12% | 99 |
|