HBW Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,008
| Closed | -$249K | – | 320 |
|
|
2023
Q3 | $249K | Sell |
4,008
-414
| -9% | -$25.7K | 0.05% | 236 |
|
|
2023
Q2 | $295K | Sell |
4,422
-189
| -4% | -$12.6K | 0.06% | 232 |
|
|
2023
Q1 | $306K | Buy |
4,611
+219
| +5% | +$14.5K | 0.08% | 197 |
|
|
2022
Q4 | $297K | Buy |
+4,392
| New | +$297K | 0.08% | 202 |
|
|
2021
Q3 | – | Sell |
-4,809
| Closed | -$295K | – | 256 |
|
|
2021
Q2 | $295K | Buy |
+4,809
| New | +$295K | 0.08% | 193 |
|