Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-545
| Closed | -$41.2K | – | 435 |
|
|
2022
Q4 | $41.2K | Buy |
545
+5
| +0.9% | +$378 | 0.03% | 302 |
|
|
2022
Q3 | $36K | Hold |
540
| – | – | 0.02% | 318 |
|
|
2022
Q2 | $38K | Buy |
540
+2
| +0.4% | +$141 | 0.02% | 312 |
|
|
2022
Q1 | $45K | Buy |
538
+2
| +0.4% | +$167 | 0.02% | 309 |
|
|
2021
Q4 | $46K | Buy |
+536
| New | +$46K | 0.02% | 317 |
|