Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-129
| Closed | -$5K | – | 727 |
|
|
2018
Q2 | $5K | Buy |
+129
| New | +$5K | ﹤0.01% | 441 |
|
|
2016
Q2 | – | Sell |
-39,180
| Closed | -$1.42M | – | 158 |
|
|
2016
Q1 | $1.42M | Hold |
39,180
| – | – | 0.14% | 64 |
|
|
2015
Q4 | $1.42M | Sell |
39,180
-14,730
| -27% | -$532K | 0.14% | 64 |
|
|
2015
Q3 | $1.84M | Buy |
53,910
+171
| +0.3% | +$5.85K | 0.2% | 60 |
|
|
2015
Q2 | $1.88M | Buy |
+53,739
| New | +$1.88M | 0.12% | 105 |
|