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