Dowling & Yahnke’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $365K | Hold |
|
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $354K | Hold |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $321K | Hold |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $280K | Hold |
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|
2019
Q2 | $281K | Hold |
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|
2019
Q1 | $264K | Hold |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $273K | Sell |
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|
2018
Q2 | $253K | Hold |
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|
2018
Q1 | $238K | Sell |
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|
2017
Q4 | $316K | Hold |
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|
2017
Q3 | $290K | Hold |
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|
2017
Q2 | $290K | Hold |
|
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|
2017
Q1 | $284K | Hold |
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|
2016
Q4 | $267K | Sell |
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|
2016
Q3 | $263K | Hold |
|
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|
2016
Q2 | $257K | Hold |
|
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|
2016
Q1 | $261K | Hold |
|
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|
2015
Q4 | $259K | Hold |
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|
2015
Q3 | $246K | Hold |
|
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|
2015
Q2 | $256K | Hold |
|
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|
2015
Q1 | $258K | Sell |
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|
2014
Q4 | $251K | Hold |
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|
2014
Q3 | $227K | Sell |
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|
2014
Q2 | $232K | Sell |
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|
2014
Q1 | $232K | Hold |
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|
2013
Q4 | $234K | Hold |
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|
2013
Q3 | $212K | Buy |
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