Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $958K | Sell |
26,480
-540
| -2% | -$19.5K | 0.06% | 100 |
|
|
2015
Q3 | $929K | Hold |
27,020
| – | – | 0.06% | 102 |
|
|
2015
Q2 | $967K | Sell |
27,020
-120
| -0.4% | -$4.3K | 0.05% | 109 |
|
|
2015
Q1 | $978K | Hold |
27,140
| – | – | 0.05% | 118 |
|
|
2014
Q4 | $935K | Buy |
27,140
+460
| +2% | +$15.8K | 0.05% | 125 |
|
|
2014
Q3 | $830K | Buy |
26,680
+1,300
| +5% | +$40.4K | 0.05% | 144 |
|
|
2014
Q2 | $783K | Buy |
+25,380
| New | +$783K | 0.04% | 144 |
|