Atherton Lane Advisers’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $923K | Sell |
25,530
-495
| -2% | -$17.9K | 0.05% | 103 |
|
|
2015
Q3 | $890K | Sell |
26,025
-120
| -0.5% | -$4.1K | 0.06% | 109 |
|
|
2015
Q2 | $914K | Sell |
26,145
-195
| -0.7% | -$6.82K | 0.05% | 113 |
|
|
2015
Q1 | $927K | Sell |
26,340
-600
| -2% | -$21.1K | 0.05% | 127 |
|
|
2014
Q4 | $941K | Hold |
26,940
| – | – | 0.05% | 124 |
|
|
2014
Q3 | $887K | Buy |
26,940
+2,190
| +9% | +$72.1K | 0.05% | 133 |
|
|
2014
Q2 | $819K | Buy |
+24,750
| New | +$819K | 0.05% | 138 |
|