JP Morgan Private Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $433K | Buy |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $489K | Buy |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $325K | Hold |
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|
2020
Q3 | $289K | Hold |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $209K | Hold |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $275K | Sell |
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|
2018
Q4 | $292K | Buy |
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|
2018
Q3 | $286K | Sell |
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|
2018
Q2 | $291K | Hold |
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|
2018
Q1 | $274K | Hold |
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|
2017
Q4 | $269K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $247K | Hold |
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|
2015
Q3 | $235K | Sell |
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|
2015
Q2 | $297K | Buy |
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