Marshall Financial Group (Maryland)’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
2022 Q1	–	Sell	-2,600	Closed	-$218K	–	214
2021 Q4	$218K	Sell	2,600 -600	-19%	-$50.3K	0.08%	203
2021 Q3	$247K	Sell	3,200 -1,000	-24%	-$77.2K	0.13%	156
2021 Q2	$326K	Buy	4,200 +400	+11%	+$31K	0.18%	143
2021 Q1	$284K	Buy	+3,800	New	+$284K	0.17%	115