Belpointe Asset Management’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
2024
Q4
Hold
0
-$43 914
2024
Q3
Hold
0
921
2023
Q2
Sell
-1,698
Closed -$110K 1980
2023
Q1
$110K Sell
1,698
-310
-15% -$20.1K 0.01% 1250
2022
Q4
$114K Buy
+2,008
New +$114K 0.01% 1167