Woodard & Company Asset Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-639
| Closed | -$30K | – | 99 |
|
|
2022
Q3 | $30K | Hold |
639
| – | – | 0.01% | 86 |
|
|
2022
Q2 | $32K | Sell |
639
-114
| -15% | -$5.71K | 0.01% | 87 |
|
|
2022
Q1 | $45K | Buy |
753
+639
| +561% | +$38.2K | 0.02% | 94 |
|
|
2021
Q4 | $7K | Hold |
114
| – | – | ﹤0.01% | 96 |
|
|
2021
Q3 | $7K | Buy |
+114
| New | +$7K | ﹤0.01% | 99 |
|