Fulcrum Equity Management’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
Q1 | – | Sell |
-41,337
| Closed | -$2.79M | – | 96 |
|
|
2022
Q4 | $2.79M | Sell |
41,337
-4,077
| -9% | -$276K | 2.29% | 11 |
|
|
2022
Q3 | $2.72M | Sell |
45,414
-651
| -1% | -$39K | 2.3% | 11 |
|
|
2022
Q2 | $2.99M | Buy |
46,065
+5,196
| +13% | +$338K | 2.41% | 7 |
|
|
2022
Q1 | $2.73M | Buy |
+40,869
| New | +$2.73M | 1.62% | 19 |
|
|
2021
Q3 | – | Sell |
-15,459
| Closed | -$948K | – | 209 |
|
|
2021
Q2 | $948K | Buy |
+15,459
| New | +$948K | 0.35% | 77 |
|
|
2020
Q4 | – | Sell |
-58,926
| Closed | -$2.93M | – | 165 |
|
|
2020
Q3 | $2.93M | Buy |
+58,926
| New | +$2.93M | 1.36% | 13 |
|
|
2019
Q4 | – | Sell |
-88,641
| Closed | -$3.74M | – | 157 |
|
|
2019
Q3 | $3.74M | Buy |
+88,641
| New | +$3.74M | 1.89% | 9 |
|