Atlas Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,562
| Closed | -$151K | – | 248 |
|
|
2021
Q1 | $151K | Hold |
2,562
| – | – | 0.1% | 130 |
|
|
2020
Q4 | $148K | Hold |
2,562
| – | – | 0.11% | 132 |
|
|
2020
Q3 | $128K | Hold |
2,562
| – | – | 0.1% | 132 |
|
|
2020
Q2 | $109K | Hold |
2,562
| – | – | 0.09% | 147 |
|
|
2020
Q1 | $92K | Sell |
2,562
-987
| -28% | -$35.4K | 0.08% | 149 |
|
|
2019
Q4 | $158K | Buy |
+3,549
| New | +$158K | 0.12% | 139 |
|