BWA
BDO Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $89.1K | Hold |
445
| – | – | 0.01% | 356 |
|
|
2023
Q1 | $88.7K | Sell |
445
-5
| -1% | -$996 | 0.01% | 340 |
|
|
2022
Q4 | $91.3K | Hold |
450
| – | – | 0.01% | 341 |
|
|
2022
Q3 | $81K | Hold |
450
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $88K | Hold |
450
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $90K | Hold |
450
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $90K | Hold |
450
| – | – | 0.01% | 363 |
|
|
2021
Q3 | $81K | Hold |
450
| – | – | 0.01% | 381 |
|
|
2021
Q2 | $83K | Sell |
450
-60
| -12% | -$11.1K | 0.01% | 393 |
|
|
2021
Q1 | $90K | Buy |
510
+60
| +13% | +$10.6K | 0.01% | 370 |
|
|
2020
Q4 | $78K | Hold |
450
| – | – | 0.01% | 311 |
|
|
2020
Q3 | $67K | Hold |
450
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $57K | Hold |
450
| – | – | 0.01% | 315 |
|
|
2020
Q1 | $49K | Hold |
450
| – | – | 0.01% | 334 |
|
|
2019
Q4 | $60K | Sell |
450
-15
| -3% | -$2K | 0.02% | 284 |
|
|
2019
Q3 | $59K | Hold |
465
| – | – | 0.02% | 292 |
|
|
2019
Q2 | $56K | Sell |
465
-175
| -27% | -$21.1K | 0.02% | 292 |
|
|
2019
Q1 | $76K | Hold |
640
| – | – | 0.02% | 241 |
|
|
2018
Q4 | $68K | Hold |
640
| – | – | 0.02% | 232 |
|
|
2018
Q3 | $76K | Hold |
640
| – | – | 0.02% | 246 |
|
|
2018
Q2 | $76K | Hold |
640
| – | – | 0.03% | 242 |
|
|
2018
Q1 | $76K | Sell |
640
-50
| -7% | -$5.94K | 0.03% | 205 |
|
|
2017
Q4 | $87K | Hold |
690
| – | – | 0.04% | 161 |
|
|
2017
Q3 | $83K | Sell |
690
-235
| -25% | -$28.3K | 0.04% | 147 |
|
|
2017
Q2 | $113K | Buy |
+925
| New | +$113K | 0.05% | 162 |
|