D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-129,669
| Closed | -$8.14M | – | 63 |
|
|
2023
Q3 | $8.14M | Buy |
129,669
+420
| +0.3% | +$26.4K | 6.95% | 6 |
|
|
2023
Q2 | $8.63M | Buy |
129,249
+435
| +0.3% | +$29K | 6.49% | 5 |
|
|
2023
Q1 | $8.55M | Sell |
128,814
-7,431
| -5% | -$493K | 4.78% | 5 |
|
|
2022
Q4 | $9.21M | Buy |
136,245
+2,604
| +2% | +$176K | 4.47% | 5 |
|
|
2022
Q3 | $8.01M | Buy |
133,641
+3,978
| +3% | +$238K | 3.37% | 8 |
|
|
2022
Q2 | $8.43M | Buy |
+129,663
| New | +$8.43M | 3.5% | 7 |
|