Harvest Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,986
| Closed | -$333K | – | 171 |
|
|
2022
Q1 | $333K | Buy |
+4,986
| New | +$333K | 0.2% | 141 |
|
|
2021
Q2 | – | Sell |
-3,432
| Closed | -$202K | – | 296 |
|
|
2021
Q1 | $202K | Sell |
3,432
-2,394
| -41% | -$141K | 0.09% | 242 |
|
|
2020
Q4 | $336K | Sell |
5,826
-981
| -14% | -$56.6K | 0.17% | 141 |
|
|
2020
Q3 | $338K | Buy |
+6,807
| New | +$338K | 0.19% | 126 |
|
|
2020
Q2 | – | Sell |
-7,599
| Closed | -$274K | – | 201 |
|
|
2020
Q1 | $274K | Buy |
+7,599
| New | +$274K | 0.36% | 71 |
|