Wellington Shields Capital Management’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
2014
Q2
Sell
-30,390
Closed -$860K 372
2014
Q1
$860K Buy
30,390
+6,480
+27% +$183K 0.15% 143
2013
Q4
$667K Buy
+23,910
New +$667K 0.12% 164