Heritage Wealth Management (Arizona)’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
Q4 | $43.4K | Buy |
642
+321
| +100% | +$21.7K | 0.01% | 516 |
|
|
2022
Q3 | $19K | Hold |
321
| – | – | 0.01% | 539 |
|
|
2022
Q2 | $20.9K | Hold |
321
| – | – | 0.01% | 540 |
|
|
2022
Q1 | $21K | Buy |
+321
| New | +$21K | 0.01% | 588 |
|
|
2021
Q3 | $19K | Sell |
321
-12
| -4% | -$710 | 0.01% | 563 |
|
|
2021
Q2 | $20K | Sell |
333
-24
| -7% | -$1.44K | 0.01% | 562 |
|
|
2021
Q1 | $21K | Buy |
+357
| New | +$21K | 0.01% | 486 |
|