B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-630
| Closed | -$22K | – | 472 |
|
|
2015
Q2 | $22K | Hold |
630
| – | – | 0.02% | 585 |
|
|
2015
Q1 | $22K | Buy |
+630
| New | +$22K | 0.02% | 587 |
|
|
2014
Q3 | – | Sell |
-90
| Closed | -$2K | – | 1115 |
|
|
2014
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 1033 |
|
|
2014
Q1 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 960 |
|