Brewin Dolphin Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $545K | Hold |
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|
2020
Q4 | $513K | Buy |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $228K | Hold |
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|
2020
Q1 | $184K | Sell |
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|
2019
Q4 | $553K | Buy |
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|
2019
Q3 | $494K | Hold |
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|
2019
Q2 | $495K | Hold |
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|
2019
Q1 | $464K | Sell |
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|
2018
Q4 | $422K | Hold |
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|
2018
Q3 | $494K | Hold |
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|
2018
Q2 | $452K | Hold |
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|
2018
Q1 | $425K | Sell |
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|
2017
Q4 | $489K | Sell |
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|
2017
Q3 | $478K | Buy |
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