EverSource Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-263
| Closed | -$21.6K | – | 3081 |
|
|
2024
Q2 | $21.6K | Buy |
+263
| New | +$21.6K | ﹤0.01% | 1469 |
|
|
2023
Q3 | – | Sell |
-640
| Closed | -$45.5K | – | 2593 |
|
|
2023
Q2 | $45.5K | Hold |
640
| – | – | 0.01% | 874 |
|
|
2023
Q1 | $41.4K | Hold |
640
| – | – | 0.01% | 852 |
|
|
2022
Q4 | $36.5K | Buy |
+640
| New | +$36.5K | 0.01% | 875 |
|