Howard Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,231
| Closed | -$355K | – | 54 |
|
|
2021
Q4 | $355K | Buy |
4,231
+354
| +9% | +$29.7K | 0.04% | 53 |
|
|
2021
Q3 | $300K | Sell |
3,877
-268,422
| -99% | -$20.8M | 0.04% | 49 |
|
|
2021
Q2 | $21.1M | Sell |
272,299
-281,053
| -51% | -$21.8M | 4.01% | 8 |
|
|
2021
Q1 | $42.5M | Buy |
553,352
+47,572
| +9% | +$3.65M | 7.56% | 5 |
|
|
2020
Q4 | $35.8M | Buy |
505,780
+22,792
| +5% | +$1.61M | 7.13% | 5 |
|
|
2020
Q3 | $30.2M | Buy |
482,988
+366,088
| +313% | +$22.9M | 6.91% | 5 |
|
|
2020
Q2 | $6.55M | Buy |
+116,900
| New | +$6.55M | 1.84% | 7 |
|