YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-750
| Closed | -$33K | – | 418 |
|
|
2019
Q2 | $33K | Hold |
750
| – | – | 0.01% | 411 |
|
|
2019
Q1 | $31K | Hold |
750
| – | – | 0.01% | 409 |
|
|
2018
Q4 | $28K | Hold |
750
| – | – | 0.01% | 392 |
|
|
2018
Q3 | $33K | Sell |
750
-150
| -17% | -$6.6K | 0.02% | 410 |
|
|
2018
Q2 | $39K | Hold |
900
| – | – | 0.02% | 390 |
|
|
2018
Q1 | $40K | Sell |
900
-105
| -10% | -$4.67K | 0.02% | 392 |
|
|
2017
Q4 | $44K | Hold |
1,005
| – | – | 0.02% | 383 |
|
|
2017
Q3 | $40K | Hold |
1,005
| – | – | 0.02% | 402 |
|
|
2017
Q2 | $38K | Hold |
1,005
| – | – | 0.02% | 403 |
|
|
2017
Q1 | $37K | Hold |
1,005
| – | – | 0.02% | 405 |
|
|
2016
Q4 | $34K | Buy |
+1,005
| New | +$34K | 0.02% | 404 |
|