EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$29.9K | – | 442 |
|
|
2024
Q2 | – | Sell |
-368
| Closed | -$30.2K | – | 347 |
|
|
2024
Q1 | $30.2K | Hold |
368
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $28.4K | Hold |
368
| – | – | 0.01% | 330 |
|
|
2023
Q3 | $24.6K | Hold |
368
| – | – | 0.01% | 330 |
|
|
2023
Q2 | $26.2K | Hold |
368
| – | – | 0.01% | 322 |
|
|
2023
Q1 | $23.8K | Hold |
368
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $21K | Hold |
368
| – | – | 0.01% | 307 |
|
|
2022
Q3 | $21K | Buy |
+368
| New | +$21K | 0.01% | 306 |
|
|
2022
Q2 | – | Sell |
-368
| Closed | -$28K | – | 315 |
|
|
2022
Q1 | $28K | Sell |
368
-364
| -50% | -$27.7K | 0.01% | 319 |
|
|
2021
Q4 | $61K | Hold |
732
| – | – | 0.02% | 281 |
|
|
2021
Q3 | $57K | Buy |
+732
| New | +$57K | 0.02% | 267 |
|
|
2020
Q2 | – | Sell |
-824
| Closed | -$36K | – | 468 |
|
|
2020
Q1 | $36K | Buy |
824
+92
| +13% | +$4.02K | 0.03% | 325 |
|
|
2019
Q4 | $42K | Buy |
+732
| New | +$42K | 0.03% | 255 |
|