Fort Point Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-61,062
| Closed | -$4.06M | – | 285 |
|
|
2023
Q1 | $4.06M | Buy |
61,062
+1,932
| +3% | +$128K | 0.62% | 34 |
|
|
2022
Q4 | $4M | Buy |
59,130
+32,871
| +125% | +$2.22M | 0.62% | 36 |
|
|
2022
Q3 | $1.57M | Sell |
26,259
-9,633
| -27% | -$577K | 0.26% | 64 |
|
|
2022
Q2 | $2.33M | Sell |
35,892
-11,784
| -25% | -$766K | 0.38% | 51 |
|
|
2022
Q1 | $3.18M | Buy |
+47,676
| New | +$3.18M | 0.44% | 47 |
|