Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,592
| Closed | -$540K | – | 428 |
|
|
2024
Q1 | $540K | Buy |
6,592
+1
| +0% | +$82 | 0.09% | 131 |
|
|
2023
Q4 | $499K | Sell |
6,591
-6,587
| -50% | -$499K | 0.03% | 383 |
|
|
2023
Q3 | $882K | Buy |
13,178
+6,589
| +100% | +$441K | 0.05% | 259 |
|
|
2023
Q2 | $469K | Hold |
6,589
| – | – | 0.04% | 340 |
|
|
2023
Q1 | $426K | Buy |
6,589
+1
| +0% | +$65 | 0.04% | 348 |
|
|
2022
Q4 | $375K | Buy |
6,588
+2
| +0% | +$114 | 0.04% | 363 |
|
|
2022
Q3 | $383K | Buy |
6,586
+474
| +8% | +$27.6K | 0.04% | 319 |
|
|
2022
Q2 | $347K | Buy |
+6,112
| New | +$347K | 0.03% | 419 |
|