GC
Grimes & Company’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-82,088
| Closed | -$16.8M | – | 255 |
|
|
2019
Q1 | $16.8M | Buy |
82,088
+8,932
| +12% | +$1.82M | 1.31% | 19 |
|
|
2018
Q4 | $13.2M | Buy |
73,156
+4,823
| +7% | +$872K | 1.29% | 12 |
|
|
2018
Q3 | $14.5M | Buy |
68,333
+8,006
| +13% | +$1.7M | 1.16% | 18 |
|
|
2018
Q2 | $11.7M | Buy |
+60,327
| New | +$11.7M | 1.03% | 21 |
|
|
2017
Q3 | – | Sell |
-76,604
| Closed | -$12.6M | – | 211 |
|
|
2017
Q2 | $12.6M | Buy |
+76,604
| New | +$12.6M | 1.4% | 17 |
|