Well Done LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37,770
| Closed | -$2.27M | – | 183 |
|
|
2022
Q1 | $2.27M | Buy |
37,770
+7,008
| +23% | +$421K | 0.45% | 42 |
|
|
2021
Q4 | $1.98M | Buy |
30,762
+4,578
| +17% | +$295K | 0.4% | 46 |
|
|
2021
Q3 | $1.64M | Buy |
26,184
+2,493
| +11% | +$156K | 0.37% | 50 |
|
|
2021
Q2 | $1.46M | Buy |
+23,691
| New | +$1.46M | 0.32% | 52 |
|