WFG Advisors’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7K | Buy |
138
+86
| +165% | +$4.36K | ﹤0.01% | 1217 |
|
|
2017
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 1284 |
|
|
2016
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 1351 |
|
|
2016
Q3 | $2K | Sell |
52
-798
| -94% | -$30.7K | ﹤0.01% | 1398 |
|
|
2016
Q2 | $37K | Hold |
850
| – | – | 0.01% | 769 |
|
|
2016
Q1 | $36K | Buy |
850
+800
| +1,600% | +$33.9K | 0.01% | 750 |
|
|
2015
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1368 |
|
|
2015
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1412 |
|
|
2015
Q1 | – | Sell |
-140
| Closed | -$6K | – | 1903 |
|
|
2014
Q4 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 1585 |
|
|
2014
Q2 | – | Sell |
-1,056
| Closed | -$43K | – | 2004 |
|
|
2014
Q1 | $43K | Sell |
1,056
-1,468
| -58% | -$59.8K | 0.01% | 964 |
|
|
2013
Q4 | $101K | Sell |
2,524
-4,852
| -66% | -$194K | 0.01% | 736 |
|
|
2013
Q3 | $270K | Buy |
7,376
+4,102
| +125% | +$150K | 0.04% | 413 |
|
|
2013
Q2 | $117K | Buy |
+3,274
| New | +$117K | 0.02% | 606 |
|