Fortis Group Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-136
| Closed | -$13.1K | – | 510 |
|
|
2024
Q4 | $13.1K | Hold |
136
| – | – | ﹤0.01% | 290 |
|
|
2024
Q3 | $12K | Hold |
136
| – | – | ﹤0.01% | 289 |
|
|
2024
Q2 | $11.1K | Hold |
136
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $11.1K | Sell |
136
-136
| -50% | -$11.1K | ﹤0.01% | 309 |
|
|
2023
Q4 | $20.6K | Buy |
272
+136
| +100% | +$10.3K | 0.01% | 235 |
|
|
2023
Q3 | $9.11K | Buy |
+136
| New | +$9.11K | ﹤0.01% | 237 |
|
|
2020
Q3 | $17K | Buy |
+272
| New | +$17K | ﹤0.01% | 255 |
|