WealthPLAN Partners’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
2023 Q3	–	Sell	-414	Closed	-$30.9K	–	727
2023 Q2	$30.9K	Hold	414	–	–	﹤0.01%	598
2023 Q1	$29.5K	Buy	+414	New	+$29.5K	﹤0.01%	651