Zullo Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-357
| Closed | -$18.7K | – | 436 |
|
|
2022
Q4 | $18.7K | Sell |
357
-12
| -3% | -$630 | 0.01% | 405 |
|
|
2022
Q3 | $17K | Buy |
369
+30
| +9% | +$1.38K | 0.01% | 412 |
|
|
2022
Q2 | $17K | Sell |
339
-114
| -25% | -$5.72K | 0.01% | 420 |
|
|
2022
Q1 | $27K | Hold |
453
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $29K | Buy |
+453
| New | +$29K | 0.01% | 371 |
|