Beam Wealth Advisors’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
2020
Q2
Sell
-14,964
Closed -$663K 153
2020
Q1
$663K Buy
14,964
+5,144
+52% +$228K 0.66% 47
2019
Q4
$560K Buy
+9,820
New +$560K 0.52% 61