Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29
| Closed | -$2.06K | – | 49 |
|
|
2023
Q2 | $2.06K | Hold |
29
| – | – | ﹤0.01% | 124 |
|
|
2023
Q1 | $1.88K | Hold |
29
| – | – | ﹤0.01% | 346 |
|
|
2022
Q4 | $1.65K | Buy |
+29
| New | +$1.65K | ﹤0.01% | 123 |
|
|
2019
Q4 | – | Sell |
-31,364
| Closed | -$1.7M | – | 211 |
|
|
2019
Q3 | $1.7M | Buy |
31,364
+516
| +2% | +$28K | 0.68% | 45 |
|
|
2019
Q2 | $1.68M | Buy |
+30,848
| New | +$1.68M | 0.76% | 35 |
|
|
2018
Q4 | – | Sell |
-13,292
| Closed | -$703K | – | 199 |
|
|
2018
Q3 | $703K | Buy |
+13,292
| New | +$703K | 0.38% | 71 |
|
|
2016
Q1 | – | Hold |
0
| – | -$94K | – | 313 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 159 |
|