Centaurus Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,435
Closed -$220K 816
2023
Q4
$220K Sell
3,435
-1,467
-30% -$91.3K 0.02% 567
2023
Q3
$305K Sell
4,902
-672
-12% -$44.4K 0.03% 457
2023
Q2
$372K Sell
5,574
-975
-15% -$65.4K 0.03% 417
2023
Q1
$435K Sell
6,549
-5,382
-45% -$352K 0.03% 441
2022
Q4
$806K Buy
11,931
+7,608
+176% +$501K 0.08% 268
2022
Q3
$259K Sell
4,323
-3,102
-42% -$204K 0.03% 535
2022
Q2
$483K Buy
+7,425
New +$499K 0.05% 375
2022
Q1
Sell
-16,644
Closed -$481K 942
2021
Q4
$481K Buy
+16,644
New +$1.04M 0.04% 439
2021
Q2
Sell
-8,385
Closed -$209K 917
2021
Q1
$209K Buy
8,385
+1,341
+19% +$78.5K 0.02% 591
2020
Q4
$157K Buy
7,044
+4,035
+134% +$214K 0.02% 613
2020
Q3
$114K Buy
+3,009
New +$144K 0.02% 591

Other funds holding IYK