Butensky & Cohen Financial Security’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-156
| Closed | -$6K | – | 97 |
|
|
2017
Q2 | $6K | Hold |
156
| – | – | 0.01% | 109 |
|
|
2017
Q1 | $6K | Hold |
156
| – | – | 0.01% | 108 |
|
|
2016
Q4 | $6K | Hold |
156
| – | – | 0.01% | 105 |
|
|
2016
Q3 | $6K | Hold |
156
| – | – | 0.01% | 106 |
|
|
2016
Q2 | $6K | Sell |
156
-720
| -82% | -$27.7K | 0.01% | 95 |
|
|
2016
Q1 | $32K | Hold |
876
| – | – | 0.03% | 84 |
|
|
2015
Q4 | $32K | Hold |
876
| – | – | 0.03% | 86 |
|
|
2015
Q3 | $30K | Buy |
876
+156
| +22% | +$5.34K | 0.03% | 84 |
|
|
2015
Q2 | $26K | Buy |
720
+60
| +9% | +$2.17K | 0.03% | 87 |
|
|
2015
Q1 | $24K | Sell |
660
-40
| -6% | -$1.46K | 0.02% | 88 |
|
|
2014
Q4 | $24K | Buy |
+700
| New | +$24K | 0.02% | 87 |
|