ACG Wealth’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $185K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $284K | Hold |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $247K | Sell |
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|
2019
Q2 | $287K | Sell |
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|
2019
Q1 | $297K | Hold |
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|
2018
Q4 | $263K | Hold |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $282K | Hold |
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|
2018
Q1 | $265K | Sell |
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|
2017
Q4 | $279K | Hold |
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|
2017
Q3 | $256K | Sell |
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|
2017
Q2 | $260K | Sell |
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|
2017
Q1 | $264K | Buy |
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|
2016
Q4 | $245K | Hold |
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|
2016
Q3 | $239K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $264K | Hold |
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|
2015
Q2 | $275K | Hold |
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|
2015
Q1 | $277K | Hold |
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|
2014
Q4 | $264K | Hold |
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|
2014
Q3 | $239K | Sell |
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|
2014
Q2 | $693K | Hold |
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|
2014
Q1 | $675K | Sell |
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|
2013
Q4 | $742K | Buy |
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