Beaumont Financial Advisors’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
2016
Q3
Sell
-56,760
Closed -$2.18M 148
2016
Q2
$2.18M Sell
56,760
-71,460
-56% -$2.75M 0.36% 76
2016
Q1
$4.81M Buy
+128,220
New +$4.81M 0.78% 53
2015
Q1
Sell
-1,259,094
Closed -$44M 158
2014
Q4
$44M Buy
+1,259,094
New +$44M 2.12% 10