Fortis Group Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88K | Hold |
126
| – | – | ﹤0.01% | 337 |
|
|
2025
Q1 | $9.02K | Sell |
126
-126
| -50% | -$9.02K | ﹤0.01% | 308 |
|
|
2024
Q4 | $16.5K | Hold |
252
| – | – | ﹤0.01% | 271 |
|
|
2024
Q3 | $17.8K | Hold |
252
| – | – | ﹤0.01% | 254 |
|
|
2024
Q2 | $16.6K | Hold |
252
| – | – | ﹤0.01% | 249 |
|
|
2024
Q1 | $17K | Sell |
252
-252
| -50% | -$17K | ﹤0.01% | 269 |
|
|
2023
Q4 | $32.2K | Buy |
504
+252
| +100% | +$16.1K | 0.01% | 195 |
|
|
2023
Q3 | $15.7K | Buy |
+252
| New | +$15.7K | ﹤0.01% | 191 |
|
|
2020
Q3 | $12K | Buy |
+252
| New | +$12K | ﹤0.01% | 273 |
|