Biondo Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,780
| Closed | -$242K | – | 94 |
|
|
2023
Q4 | $242K | Sell |
3,780
-300
| -7% | -$19.2K | 0.04% | 75 |
|
|
2023
Q3 | $254K | Sell |
4,080
-300
| -7% | -$18.7K | 0.05% | 75 |
|
|
2023
Q2 | $292K | Buy |
4,380
+195
| +5% | +$13K | 0.05% | 72 |
|
|
2023
Q1 | $278K | Buy |
+4,185
| New | +$278K | 0.06% | 72 |
|
|
2019
Q1 | – | Sell |
-6,900
| Closed | -$245K | – | 86 |
|
|
2018
Q4 | $245K | Buy |
+6,900
| New | +$245K | 0.07% | 78 |
|