Jaffetilchin Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-787
| Closed | -$69.2K | – | 835 |
|
|
2024
Q3 | $69.2K | Buy |
+787
| New | +$69.2K | 0.01% | 519 |
|
|
2016
Q2 | – | Sell |
-95,880
| Closed | -$3.5M | – | 232 |
|
|
2016
Q1 | $3.5M | Buy |
95,880
+3,032
| +3% | +$111K | 1.1% | 24 |
|
|
2015
Q4 | $3.36M | Sell |
92,848
-1,176
| -1% | -$42.5K | 1.09% | 20 |
|
|
2015
Q3 | $3.23M | Buy |
94,024
+1,564
| +2% | +$53.8K | 1.21% | 16 |
|
|
2015
Q2 | $3.31M | Buy |
92,460
+968
| +1% | +$34.6K | 0.99% | 21 |
|
|
2015
Q1 | $3.3M | Buy |
+91,492
| New | +$3.3M | 1% | 19 |
|