Milestone Advisory Partners’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,445
| Closed | -$760K | – | 70 |
|
|
2023
Q1 | $760K | Buy |
11,445
+3,795
| +50% | +$252K | 0.7% | 29 |
|
|
2022
Q4 | $517K | Buy |
+7,650
| New | +$517K | 0.38% | 37 |
|
|
2020
Q1 | – | Sell |
-6,051
| Closed | -$269K | – | 50 |
|
|
2019
Q4 | $269K | Hold |
6,051
| – | – | 0.14% | 51 |
|
|
2019
Q3 | $255K | Buy |
+6,051
| New | +$255K | 0.14% | 49 |
|