BWA
BDO Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $47.1K | Hold |
662
| – | – | 0.01% | 442 |
|
|
2023
Q1 | $42.8K | Sell |
662
-78
| -11% | -$5.05K | 0.01% | 447 |
|
|
2022
Q4 | $42.2K | Hold |
740
| – | – | 0.01% | 442 |
|
|
2022
Q3 | $43K | Hold |
740
| – | – | 0.01% | 428 |
|
|
2022
Q2 | $42K | Hold |
740
| – | – | 0.01% | 434 |
|
|
2022
Q1 | $56K | Hold |
740
| – | – | 0.01% | 410 |
|
|
2021
Q4 | $62K | Hold |
740
| – | – | 0.01% | 414 |
|
|
2021
Q3 | $57K | Hold |
740
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $57K | Hold |
740
| – | – | 0.01% | 448 |
|
|
2021
Q1 | $55K | Hold |
740
| – | – | 0.01% | 442 |
|
|
2020
Q4 | $52K | Buy |
740
+555
| +300% | +$39K | 0.01% | 351 |
|
|
2020
Q3 | $46K | Hold |
185
| – | – | 0.01% | 341 |
|
|
2020
Q2 | $41K | Hold |
185
| – | – | 0.01% | 350 |
|
|
2020
Q1 | $33K | Hold |
185
| – | – | 0.01% | 377 |
|
|
2019
Q4 | $42K | Hold |
185
| – | – | 0.01% | 314 |
|
|
2019
Q3 | $40K | Sell |
185
-50
| -21% | -$10.8K | 0.01% | 338 |
|
|
2019
Q2 | $51K | Sell |
235
-50
| -18% | -$10.9K | 0.01% | 302 |
|
|
2019
Q1 | $58K | Hold |
285
| – | – | 0.02% | 265 |
|
|
2018
Q4 | $52K | Hold |
285
| – | – | 0.02% | 257 |
|
|
2018
Q3 | $60K | Hold |
285
| – | – | 0.02% | 268 |
|
|
2018
Q2 | $55K | Hold |
285
| – | – | 0.02% | 285 |
|
|
2018
Q1 | $52K | Hold |
285
| – | – | 0.02% | 245 |
|
|
2017
Q4 | $51K | Sell |
285
-50
| -15% | -$8.95K | 0.02% | 211 |
|
|
2017
Q3 | $55K | Sell |
335
-120
| -26% | -$19.7K | 0.03% | 189 |
|
|
2017
Q2 | $75K | Buy |
+455
| New | +$75K | 0.03% | 197 |
|