WealthShield Partners’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
Q2 | – | Sell |
-81
| Closed | -$4.08K | – | 494 |
|
|
2023
Q1 | $4.08K | Buy |
+81
| New | +$4.08K | ﹤0.01% | 464 |
|
|
2021
Q3 | – | Sell |
-1,950
| Closed | -$120K | – | 490 |
|
|
2021
Q2 | $120K | Sell |
1,950
-81
| -4% | -$4.99K | 0.02% | 332 |
|
|
2021
Q1 | $116K | Buy |
+2,031
| New | +$116K | 0.02% | 320 |
|
|
2020
Q4 | – | Sell |
-29,526
| Closed | -$1.2M | – | 352 |
|
|
2020
Q3 | $1.2M | Buy |
29,526
+4,545
| +18% | +$185K | 0.42% | 63 |
|
|
2020
Q2 | $994K | Buy |
+24,981
| New | +$994K | 0.46% | 53 |
|