Demars Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,114
| Closed | -$208K | – | 84 |
|
|
2022
Q1 | $208K | Sell |
3,114
-32,634
| -91% | -$2.18M | 0.1% | 85 |
|
|
2021
Q4 | $2.39M | Buy |
35,748
+1,941
| +6% | +$129K | 1.26% | 26 |
|
|
2021
Q3 | $2.02M | Buy |
33,807
+882
| +3% | +$52.8K | 1.19% | 30 |
|
|
2021
Q2 | $2.02M | Buy |
32,925
+1,758
| +6% | +$108K | 1.21% | 27 |
|
|
2021
Q1 | $1.84M | Sell |
31,167
-1,380
| -4% | -$81.4K | 1.24% | 25 |
|
|
2020
Q4 | $1.88M | Buy |
+32,547
| New | +$1.88M | 1.33% | 26 |
|