Kalos Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,066
| Closed | -$1.21M | – | 54 |
|
|
2023
Q2 | $1.21M | Buy |
18,066
+9
| +0% | +$601 | 2.59% | 14 |
|
|
2023
Q1 | $1.2M | Sell |
18,057
-2,082
| -10% | -$138K | 2.4% | 13 |
|
|
2022
Q4 | $1.36M | Buy |
20,139
+102
| +0.5% | +$6.9K | 3.07% | 12 |
|
|
2022
Q3 | $1.24M | Buy |
+20,037
| New | +$1.24M | 3.07% | 12 |
|
|
2020
Q3 | – | Sell |
-69,252
| Closed | -$2.95M | – | 239 |
|
|
2020
Q2 | $2.95M | Buy |
69,252
+53,652
| +344% | +$2.28M | 1.24% | 18 |
|
|
2020
Q1 | $566K | Buy |
+15,600
| New | +$566K | 0.25% | 104 |
|