Westwind Capital’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
2023
Q1
Sell
-23,004
Closed -$1.21M 39
2022
Q4
$1.21M Sell
23,004
-642
-3% -$33.7K 0.41% 24
2022
Q3
$1.11M Buy
23,646
+1,626
+7% +$76.5K 0.39% 26
2022
Q2
$1.09M Buy
+22,020
New +$1.09M 0.36% 25