WFG Advisors’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7K | Buy |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $2K | Sell |
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|
2016
Q2 | $37K | Hold |
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|
2016
Q1 | $36K | Buy |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $2K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $6K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $43K | Sell |
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|
2013
Q4 | $101K | Sell |
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|
2013
Q3 | $270K | Buy |
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|
2013
Q2 | $117K | Buy |
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