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Legacy Capital Wealth Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-22,514
Closed -$1.6M 283
2023
Q2
$1.6M Sell
22,514
-26,611
-54% -$1.89M 1.33% 26
2023
Q1
$3.18M Sell
49,125
-23,031
-32% -$1.49M 0.87% 26
2022
Q4
$4.11M Buy
+72,156
New +$4.11M 1.96% 19