Accel Wealth Management’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-250
| Closed | -$8K | – | 1109 |
|
2022
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 750 |
|
2022
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 730 |
|
2021
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 735 |
|
2021
Q3 | $8K | Hold |
250
| – | – | 0.01% | 692 |
|
2021
Q2 | $8K | Hold |
250
| – | – | 0.01% | 736 |
|
2021
Q1 | $8K | Hold |
250
| – | – | 0.01% | 695 |
|
2020
Q4 | $8K | Buy |
+250
| New | +$8K | 0.01% | 658 |
|