Aptus Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-220
| Closed | -$15K | – | 514 |
|
|
2020
Q4 | $15K | Sell |
220
-800
| -78% | -$54.5K | ﹤0.01% | 382 |
|
|
2020
Q3 | $63K | Hold |
1,020
| – | – | ﹤0.01% | 320 |
|
|
2020
Q2 | $55K | Sell |
1,020
-800
| -44% | -$43.1K | ﹤0.01% | 304 |
|
|
2020
Q1 | $80K | Hold |
1,820
| – | – | 0.01% | 280 |
|
|
2019
Q4 | $103K | Hold |
1,820
| – | – | 0.01% | 316 |
|
|
2019
Q3 | $98K | Buy |
+1,820
| New | +$98K | 0.01% | 332 |
|