WealthSource Partners’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $726K | Sell |
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|
2021
Q4 | $932K | Buy |
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|
2021
Q3 | $678K | Sell |
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|
2021
Q2 | $713K | Sell |
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|
2021
Q1 | $672K | Sell |
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|
2020
Q4 | $615K | Sell |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $206K | Buy |
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