Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $22.5K | Buy |
351
+6
| +2% | +$384 | ﹤0.01% | 533 |
|
|
2023
Q3 | $21.5K | Hold |
345
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $23K | Buy |
345
+3
| +0.9% | +$200 | ﹤0.01% | 440 |
|
|
2023
Q1 | $22.8K | Buy |
342
+3
| +0.9% | +$200 | ﹤0.01% | 444 |
|
|
2022
Q4 | $23K | Hold |
339
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $20K | Buy |
339
+3
| +0.9% | +$177 | ﹤0.01% | 429 |
|
|
2022
Q2 | $22K | Buy |
336
+3
| +0.9% | +$196 | ﹤0.01% | 436 |
|
|
2022
Q1 | $22K | Hold |
333
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $22K | Buy |
333
+3
| +0.9% | +$198 | ﹤0.01% | 455 |
|
|
2021
Q3 | $20K | Hold |
330
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $20K | Buy |
330
+3
| +0.9% | +$182 | ﹤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% | +$147 | ﹤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% | +$130 | ﹤0.01% | 368 |
|
|
2019
Q3 | $14K | Buy |
321
+3
| +0.9% | +$131 | ﹤0.01% | 330 |
|
|
2019
Q2 | $13K | Buy |
318
+3
| +1% | +$123 | ﹤0.01% | 341 |
|
|
2019
Q1 | $13K | Hold |
315
| – | – | ﹤0.01% | 353 |
|
|
2018
Q4 | $12K | Buy |
315
+3
| +1% | +$114 | ﹤0.01% | 356 |
|
|
2018
Q3 | $12K | Hold |
312
| – | – | ﹤0.01% | 350 |
|
|
2018
Q2 | $12K | Buy |
312
+3
| +1% | +$115 | ﹤0.01% | 349 |
|
|
2018
Q1 | $12K | Buy |
309
+162
| +110% | +$6.29K | ﹤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 | +$6K | ﹤0.01% | 378 |
|