Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-750
| Closed | -$46K | – | 82 |
|
|
2021
Q2 | $46K | Sell |
750
-71,619
| -99% | -$4.39M | 0.24% | 60 |
|
|
2021
Q1 | $4.13M | Buy |
72,369
+5,778
| +9% | +$330K | 0.4% | 60 |
|
|
2020
Q4 | $3.33M | Sell |
66,591
-15,885
| -19% | -$795K | 0.34% | 71 |
|
|
2020
Q3 | $3.36M | Sell |
82,476
-3,051
| -4% | -$124K | 0.37% | 59 |
|
|
2020
Q2 | $3.4M | Buy |
85,527
+861
| +1% | +$34.3K | 0.42% | 59 |
|
|
2020
Q1 | $2.9M | Sell |
84,666
-16,725
| -16% | -$572K | 0.43% | 56 |
|
|
2019
Q4 | $5.13M | Buy |
101,391
+11,925
| +13% | +$603K | 0.6% | 43 |
|
|
2019
Q3 | $4.24M | Sell |
89,466
-7,449
| -8% | -$353K | 0.54% | 51 |
|
|
2019
Q2 | $4.33M | Buy |
96,915
+1,875
| +2% | +$83.7K | 0.56% | 51 |
|
|
2019
Q1 | $3.95M | Buy |
95,040
+387
| +0.4% | +$16.1K | 0.52% | 53 |
|
|
2018
Q4 | $3.92M | Sell |
94,653
-15,924
| -14% | -$660K | 0.55% | 51 |
|
|
2018
Q3 | $4.91M | Sell |
110,577
-315
| -0.3% | -$14K | 0.61% | 46 |
|
|
2018
Q2 | $4.79M | Sell |
110,892
-2,757
| -2% | -$119K | 0.63% | 43 |
|
|
2018
Q1 | $4.96M | Sell |
113,649
-1,629
| -1% | -$71.1K | 0.62% | 37 |
|
|
2017
Q4 | $5.01M | Buy |
+115,278
| New | +$5.01M | 0.61% | 44 |
|