Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-114
| Closed | -$7K | – | 293 |
|
|
2022
Q2 | $7K | Sell |
114
-807
| -88% | -$49.6K | ﹤0.01% | 291 |
|
|
2022
Q1 | $61K | Buy |
+921
| New | +$61K | 0.03% | 250 |
|
|
2021
Q4 | – | Sell |
-243
| Closed | -$15K | – | 399 |
|
|
2021
Q3 | $15K | Hold |
243
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $15K | Hold |
243
| – | – | 0.01% | 383 |
|
|
2021
Q1 | $14K | Hold |
243
| – | – | 0.01% | 390 |
|
|
2020
Q4 | $14K | Hold |
243
| – | – | 0.01% | 346 |
|
|
2020
Q3 | $12K | Hold |
243
| – | – | 0.01% | 311 |
|
|
2020
Q2 | $10K | Buy |
+243
| New | +$10K | 0.01% | 311 |
|