Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,697
| Closed | -$479K | – | 154 |
|
|
2021
Q4 | $479K | Buy |
+5,697
| New | +$479K | 0.18% | 90 |
|
|
2021
Q1 | – | Sell |
-16,811
| Closed | -$1.19M | – | 195 |
|
|
2020
Q4 | $1.19M | Sell |
16,811
-1,793
| -10% | -$126K | 0.47% | 56 |
|
|
2020
Q3 | $1.16M | Sell |
18,604
-6,788
| -27% | -$424K | 0.54% | 47 |
|
|
2020
Q2 | $1.39M | Buy |
+25,392
| New | +$1.39M | 0.66% | 35 |
|
|
2019
Q4 | – | Sell |
-69,256
| Closed | -$3.76M | – | 155 |
|
|
2019
Q3 | $3.76M | Sell |
69,256
-10,104
| -13% | -$549K | 1.91% | 7 |
|
|
2019
Q2 | $4.28M | Buy |
+79,360
| New | +$4.28M | 2.04% | 12 |
|