Avantax Advisory Services’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
2023
Q4
Sell
-3,528
Closed -$236K 1628
2023
Q3
$236K Sell
3,528
-29
-0.8% -$1.94K ﹤0.01% 1332
2023
Q2
$253K Buy
3,557
+71
+2% +$5.05K ﹤0.01% 1277
2023
Q1
$226K Buy
+3,486
New +$226K ﹤0.01% 1300