Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,766
| Closed | -$307K | – | 415 |
|
|
2018
Q4 | $307K | Buy |
5,766
+5,566
| +2,783% | +$296K | 0.02% | 258 |
|
|
2018
Q3 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 996 |
|
|
2018
Q1 | – | Sell |
-6,120
| Closed | -$365K | – | 358 |
|
|
2017
Q4 | $365K | Buy |
+6,120
| New | +$365K | 0.03% | 240 |
|
|
2017
Q3 | – | Sell |
-8,600
| Closed | -$462K | – | 344 |
|
|
2017
Q2 | $462K | Buy |
+8,600
| New | +$462K | 0.04% | 191 |
|