WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $59K | Buy |
1,563
+276
| +21% | +$10.4K | 0.01% | 661 |
|
|
2017
Q1 | $47K | Buy |
1,287
+138
| +12% | +$5.04K | 0.01% | 674 |
|
|
2016
Q4 | $41K | Buy |
+1,149
| New | +$41K | 0.01% | 756 |
|
|
2015
Q3 | – | Sell |
-1,500
| Closed | -$47K | – | 1656 |
|
|
2015
Q2 | $47K | Hold |
1,500
| – | – | 0.01% | 745 |
|
|
2015
Q1 | $45K | Hold |
1,500
| – | – | 0.01% | 756 |
|
|
2014
Q4 | $46K | Hold |
1,500
| – | – | 0.01% | 916 |
|
|
2014
Q3 | $43K | Hold |
1,500
| – | – | 0.01% | 983 |
|
|
2014
Q2 | $42K | Hold |
1,500
| – | – | 0.01% | 977 |
|
|
2014
Q1 | $42K | Hold |
1,500
| – | – | 0.01% | 975 |
|
|
2013
Q4 | $42K | Hold |
1,500
| – | – | 0.01% | 1068 |
|
|
2013
Q3 | $37K | Hold |
1,500
| – | – | 0.01% | 1040 |
|
|
2013
Q2 | $36K | Buy |
+1,500
| New | +$36K | 0.01% | 1009 |
|