WP
WealthSource Partners’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,696
| Closed | -$667K | – | 560 |
|
|
2022
Q1 | $667K | Sell |
3,696
-334
| -8% | -$60.3K | 0.04% | 291 |
|
|
2021
Q4 | $778K | Sell |
4,030
-37
| -0.9% | -$7.14K | 0.06% | 227 |
|
|
2021
Q3 | $765K | Sell |
4,067
-1,357
| -25% | -$255K | 0.07% | 207 |
|
|
2021
Q2 | $1.01M | Sell |
5,424
-87
| -2% | -$16.1K | 0.09% | 167 |
|
|
2021
Q1 | $944K | Sell |
5,511
-549
| -9% | -$94K | 0.09% | 163 |
|
|
2020
Q4 | $909K | Sell |
6,060
-43,894
| -88% | -$6.58M | 0.11% | 132 |
|
|
2020
Q3 | $6.1M | Sell |
49,954
-12,879
| -20% | -$1.57M | 0.81% | 20 |
|
|
2020
Q2 | $7.5M | Buy |
+62,833
| New | +$7.5M | 1.08% | 20 |
|