Caitlin John’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,197
| Closed | -$78.5K | – | 467 |
|
2024
Q4 | $78.5K | Buy |
1,197
+111
| +10% | +$7.28K | 0.05% | 182 |
|
2024
Q3 | $74.5K | Buy |
1,086
+891
| +457% | +$61.1K | 0.05% | 191 |
|
2024
Q2 | $12.8K | Hold |
195
| – | – | 0.01% | 412 |
|
2024
Q1 | $13.2K | Hold |
195
| – | – | 0.01% | 405 |
|
2023
Q4 | $12.5K | Buy |
+195
| New | +$12.5K | 0.01% | 403 |
|