Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,532
| Closed | -$165K | – | 724 |
|
|
2016
Q3 | $165K | Buy |
+4,532
| New | +$165K | 0.02% | 683 |
|
|
2016
Q1 | – | Sell |
-6,608
| Closed | -$236K | – | 689 |
|
|
2015
Q4 | $236K | Buy |
+6,608
| New | +$236K | 0.03% | 545 |
|
|
2014
Q2 | – | Sell |
-15,428
| Closed | -$462K | – | 576 |
|
|
2014
Q1 | $462K | Sell |
15,428
-1,340
| -8% | -$40.1K | 0.06% | 288 |
|
|
2013
Q4 | $507K | Buy |
16,768
+964
| +6% | +$29.1K | 0.06% | 252 |
|
|
2013
Q3 | $435K | Buy |
15,804
+7,348
| +87% | +$202K | 0.06% | 283 |
|
|
2013
Q2 | $217K | Buy |
+8,456
| New | +$217K | 0.03% | 432 |
|