AWA
ARS Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,423
| Closed | -$257K | – | 109 |
|
|
2018
Q4 | $257K | Sell |
1,423
-270
| -16% | -$48.8K | 0.09% | 88 |
|
|
2018
Q3 | $358K | Sell |
1,693
-215
| -11% | -$45.5K | 0.12% | 80 |
|
|
2018
Q2 | $370K | Sell |
1,908
-516
| -21% | -$100K | 0.13% | 77 |
|
|
2018
Q1 | $442K | Sell |
2,424
-3,425
| -59% | -$625K | 0.16% | 74 |
|
|
2017
Q4 | $1.05M | Sell |
5,849
-9,447
| -62% | -$1.69M | 0.39% | 45 |
|
|
2017
Q3 | $2.51M | Buy |
15,296
+1,360
| +10% | +$223K | 0.97% | 22 |
|
|
2017
Q2 | $2.29M | Buy |
13,936
+2,921
| +27% | +$479K | 0.92% | 24 |
|
|
2017
Q1 | $1.77M | Buy |
+11,015
| New | +$1.77M | 0.76% | 25 |
|