Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,470
| Closed | -$239K | – | 347 |
|
|
2019
Q4 | $239K | Hold |
3,470
| – | – | 0.03% | 318 |
|
|
2019
Q3 | $223K | Sell |
3,470
-3,100
| -47% | -$199K | 0.03% | 326 |
|
|
2019
Q2 | $413K | Buy |
+6,570
| New | +$413K | 0.06% | 229 |
|
|
2018
Q4 | – | Sell |
-4,232
| Closed | -$257K | – | 349 |
|
|
2018
Q3 | $257K | Hold |
4,232
| – | – | 0.04% | 305 |
|
|
2018
Q2 | $248K | Hold |
4,232
| – | – | 0.04% | 306 |
|
|
2018
Q1 | $249K | Buy |
4,232
+490
| +13% | +$28.8K | 0.06% | 215 |
|
|
2017
Q4 | $223K | Buy |
+3,742
| New | +$223K | 0.05% | 259 |
|