WPA
Winning Points Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,800
| Closed | -$645K | – | 70 |
|
|
2021
Q4 | $645K | Buy |
+4,800
| New | +$645K | 0.47% | 41 |
|
|
2020
Q1 | – | Sell |
-4,800
| Closed | -$729K | – | 69 |
|
|
2019
Q4 | $729K | Hold |
4,800
| – | – | 0.46% | 43 |
|
|
2019
Q3 | $657K | Hold |
4,800
| – | – | 0.47% | 40 |
|
|
2019
Q2 | $645K | Hold |
4,800
| – | – | 0.47% | 41 |
|
|
2019
Q1 | $599K | Hold |
4,800
| – | – | 0.46% | 44 |
|
|
2018
Q4 | $547K | Hold |
4,800
| – | – | 0.47% | 44 |
|
|
2018
Q3 | $640K | Hold |
4,800
| – | – | 0.47% | 43 |
|
|
2018
Q2 | $622K | Hold |
4,800
| – | – | 0.5% | 41 |
|
|
2018
Q1 | $618K | Hold |
4,800
| – | – | 0.5% | 41 |
|
|
2017
Q4 | $627K | Hold |
4,800
| – | – | 0.51% | 39 |
|
|
2017
Q3 | $575K | Hold |
4,800
| – | – | 0.5% | 42 |
|
|
2017
Q2 | $550K | Hold |
4,800
| – | – | 0.54% | 42 |
|
|
2017
Q1 | $528K | Hold |
4,800
| – | – | 0.52% | 42 |
|
|
2016
Q4 | $510K | Buy |
+4,800
| New | +$510K | 0.56% | 42 |
|