LBA Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $110K | Sell |
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|
2016
Q4 | $113K | Sell |
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|
2016
Q3 | $130K | Hold |
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|
2016
Q2 | $132K | Hold |
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|
2016
Q1 | $129K | Sell |
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|
2015
Q4 | $139K | Hold |
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|
2015
Q3 | $132K | Hold |
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|
2015
Q2 | $135K | Hold |
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|
2015
Q1 | $136K | Sell |
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|
2014
Q4 | $150K | Sell |
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|
2014
Q3 | $147K | Sell |
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|
2014
Q2 | $167K | Sell |
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|
2014
Q1 | $177K | Hold |
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|
2013
Q4 | $178K | Buy |
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