Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,400
| Closed | -$97.2K | – | 452 |
|
|
2019
Q2 | $97.2K | Sell |
2,400
-6,000
| -71% | -$243K | 0.01% | 194 |
|
|
2019
Q1 | $334K | Hold |
8,400
| – | – | 0.06% | 100 |
|
|
2018
Q4 | $298K | Hold |
8,400
| – | – | 0.06% | 102 |
|
|
2018
Q3 | $332K | Hold |
8,400
| – | – | 0.07% | 97 |
|
|
2018
Q2 | $332K | Buy |
+8,400
| New | +$332K | 0.12% | 91 |
|