CIA
Cascade Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-600
| Closed | -$45K | – | 246 |
|
|
2022
Q1 | $45K | Sell |
600
-100
| -14% | -$7.5K | 0.03% | 169 |
|
|
2021
Q4 | $58.8K | Hold |
700
| – | – | 0.03% | 157 |
|
|
2021
Q3 | $54.1K | Hold |
700
| – | – | 0.04% | 155 |
|
|
2021
Q2 | $54.3K | Hold |
700
| – | – | 0.03% | 156 |
|
|
2021
Q1 | $52.4K | Hold |
700
| – | – | 0.03% | 157 |
|
|
2020
Q4 | $49.4K | Buy |
700
+525
| +300% | +$37K | 0.04% | 160 |
|
|
2020
Q3 | $43.8K | Hold |
175
| – | – | 0.04% | 161 |
|
|
2020
Q2 | $38.3K | Hold |
175
| – | – | 0.04% | 159 |
|
|
2020
Q1 | $31K | Hold |
175
| – | – | 0.03% | 159 |
|
|
2019
Q4 | $39.9K | Hold |
175
| – | – | 0.03% | 164 |
|
|
2019
Q3 | $38K | Hold |
175
| – | – | 0.03% | 164 |
|
|
2019
Q2 | $38.1K | Buy |
+175
| New | +$38.1K | 0.03% | 153 |
|