Baystate Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$22.5K	Buy	351 +6	+2%	+$373	﹤0.01%	533
2023 Q3	$21.5K	Hold	345	–	–	﹤0.01%	465
2023 Q2	$23K	Buy	345 +3	+0.9%	+$201	﹤0.01%	440
2023 Q1	$22.8K	Buy	342 +3	+0.9%	+$196	﹤0.01%	444
2022 Q4	$23K	Hold	339	–	–	﹤0.01%	436
2022 Q3	$20K	Buy	339 +3	+0.9%	+$197	﹤0.01%	429
2022 Q2	$22K	Buy	336 +3	+0.9%	+$202	﹤0.01%	436
2022 Q1	$22K	Hold	333	–	–	﹤0.01%	439
2021 Q4	$22K	Buy	333 +3	+0.9%	+$188	﹤0.01%	455
2021 Q3	$20K	Hold	330	–	–	﹤0.01%	427
2021 Q2	$20K	Buy	330 +3	+0.9%	+$180	﹤0.01%	405
2021 Q1	$19K	Hold	327	–	–	﹤0.01%	375
2020 Q4	$19K	Hold	327	–	–	﹤0.01%	347
2020 Q3	$16K	Buy	327 +3	+0.9%	+$143	﹤0.01%	338
2020 Q2	$14K	Hold	324	–	–	﹤0.01%	342
2020 Q1	$12K	Hold	324	–	–	﹤0.01%	345
2019 Q4	$14K	Buy	324 +3	+0.9%	+$128	﹤0.01%	368
2019 Q3	$14K	Buy	321 +3	+0.9%	+$124	﹤0.01%	330
2019 Q2	$13K	Buy	318 +3	+1%	+$121	﹤0.01%	341
2019 Q1	$13K	Hold	315	–	–	﹤0.01%	353
2018 Q4	$12K	Buy	315 +3	+1%	+$115	﹤0.01%	356
2018 Q3	$12K	Hold	312	–	–	﹤0.01%	350
2018 Q2	$12K	Buy	312 +3	+1%	+$117	﹤0.01%	349
2018 Q1	$12K	Buy	309 +162	+110%	+$6.7K	﹤0.01%	336
2017 Q4	$6K	Hold	147	–	–	﹤0.01%	413
2017 Q3	$6K	Hold	147	–	–	﹤0.01%	391
2017 Q2	$6K	Hold	147	–	–	﹤0.01%	393
2017 Q1	$6K	Buy	+147	New	+$5.7K	﹤0.01%	378