LWM
LBA Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $110K | Sell |
925
-100
| -10% | -$11.9K | 0.06% | 141 |
|
|
2016
Q4 | $113K | Sell |
1,025
-120
| -10% | -$13.2K | 0.06% | 137 |
|
|
2016
Q3 | $130K | Hold |
1,145
| – | – | 0.07% | 132 |
|
|
2016
Q2 | $132K | Hold |
1,145
| – | – | 0.07% | 132 |
|
|
2016
Q1 | $129K | Sell |
1,145
-140
| -11% | -$15.8K | 0.07% | 130 |
|
|
2015
Q4 | $139K | Hold |
1,285
| – | – | 0.08% | 140 |
|
|
2015
Q3 | $132K | Hold |
1,285
| – | – | 0.08% | 130 |
|
|
2015
Q2 | $135K | Hold |
1,285
| – | – | 0.08% | 120 |
|
|
2015
Q1 | $136K | Sell |
1,285
-150
| -10% | -$15.9K | 0.09% | 114 |
|
|
2014
Q4 | $150K | Sell |
1,435
-50
| -3% | -$5.23K | 0.1% | 115 |
|
|
2014
Q3 | $147K | Sell |
1,485
-200
| -12% | -$19.8K | 0.1% | 109 |
|
|
2014
Q2 | $167K | Sell |
1,685
-170
| -9% | -$16.8K | 0.14% | 92 |
|
|
2014
Q1 | $177K | Hold |
1,855
| – | – | 0.15% | 88 |
|
|
2013
Q4 | $178K | Buy |
+1,855
| New | +$178K | 0.15% | 82 |
|