Baystate Wealth Management’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 | $13.9K | Buy |
183
+1
| +0.5% | +$76 | ﹤0.01% | 652 |
|
2023
Q3 | $12.2K | Hold |
182
| – | – | ﹤0.01% | 542 |
|
2023
Q2 | $13K | Hold |
182
| – | – | ﹤0.01% | 526 |
|
2023
Q1 | $11.8K | Hold |
182
| – | – | ﹤0.01% | 534 |
|
2022
Q4 | $10K | Buy |
182
+1
| +0.6% | +$55 | ﹤0.01% | 572 |
|
2022
Q3 | $11K | Hold |
181
| – | – | ﹤0.01% | 525 |
|
2022
Q2 | $10K | Hold |
181
| – | – | ﹤0.01% | 556 |
|
2022
Q1 | $14K | Buy |
181
+1
| +0.6% | +$77 | ﹤0.01% | 514 |
|
2021
Q4 | $15K | Hold |
180
| – | – | ﹤0.01% | 509 |
|
2021
Q3 | $14K | Hold |
180
| – | – | ﹤0.01% | 481 |
|
2021
Q2 | $14K | Hold |
180
| – | – | ﹤0.01% | 468 |
|
2021
Q1 | $14K | Hold |
180
| – | – | ﹤0.01% | 435 |
|
2020
Q4 | $13K | Hold |
180
| – | – | ﹤0.01% | 405 |
|
2020
Q3 | $11K | Buy |
180
+4
| +2% | +$244 | ﹤0.01% | 386 |
|
2020
Q2 | $10K | Sell |
176
-4
| -2% | -$227 | ﹤0.01% | 392 |
|
2020
Q1 | $8K | Hold |
180
| – | – | ﹤0.01% | 389 |
|
2019
Q4 | $10K | Hold |
180
| – | – | ﹤0.01% | 397 |
|
2019
Q3 | $10K | Buy |
180
+4
| +2% | +$222 | ﹤0.01% | 361 |
|
2019
Q2 | $10K | Hold |
176
| – | – | ﹤0.01% | 372 |
|
2019
Q1 | $10K | Hold |
176
| – | – | ﹤0.01% | 384 |
|
2018
Q4 | $9K | Hold |
176
| – | – | ﹤0.01% | 384 |
|
2018
Q3 | $9K | Hold |
176
| – | – | ﹤0.01% | 383 |
|
2018
Q2 | $9K | Hold |
176
| – | – | ﹤0.01% | 386 |
|
2018
Q1 | $8K | Buy |
+176
| New | +$8K | ﹤0.01% | 376 |
|