LBA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $73K | Sell |
1,820
-700
| -28% | -$28.1K | 0.04% | 172 |
|
|
2016
Q4 | $95K | Sell |
2,520
-760
| -23% | -$28.7K | 0.05% | 145 |
|
|
2016
Q3 | $121K | Hold |
3,280
| – | – | 0.07% | 139 |
|
|
2016
Q2 | $118K | Hold |
3,280
| – | – | 0.07% | 140 |
|
|
2016
Q1 | $120K | Hold |
3,280
| – | – | 0.07% | 133 |
|
|
2015
Q4 | $119K | Sell |
3,280
-140
| -4% | -$5.08K | 0.07% | 147 |
|
|
2015
Q3 | $118K | Hold |
3,420
| – | – | 0.07% | 135 |
|
|
2015
Q2 | $122K | Hold |
3,420
| – | – | 0.08% | 122 |
|
|
2015
Q1 | $123K | Sell |
3,420
-500
| -13% | -$18K | 0.08% | 123 |
|
|
2014
Q4 | $135K | Hold |
3,920
| – | – | 0.09% | 123 |
|
|
2014
Q3 | $122K | Sell |
3,920
-500
| -11% | -$15.6K | 0.08% | 124 |
|
|
2014
Q2 | $136K | Sell |
4,420
-1,840
| -29% | -$56.6K | 0.11% | 111 |
|
|
2014
Q1 | $188K | Hold |
6,260
| – | – | 0.15% | 82 |
|
|
2013
Q4 | $190K | Buy |
+6,260
| New | +$190K | 0.16% | 79 |
|