MYCIO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,006
| Closed | -$400K | – | 223 |
|
|
2019
Q4 | $400K | Buy |
9,006
+108
| +1% | +$4.8K | 0.03% | 220 |
|
|
2019
Q3 | $375K | Hold |
8,898
| – | – | 0.03% | 212 |
|
|
2019
Q2 | $360K | Buy |
8,898
+60
| +0.7% | +$2.43K | 0.03% | 204 |
|
|
2019
Q1 | $352K | Buy |
8,838
+42
| +0.5% | +$1.67K | 0.03% | 196 |
|
|
2018
Q4 | $312K | Buy |
8,796
+120
| +1% | +$4.26K | 0.03% | 202 |
|
|
2018
Q3 | $344K | Buy |
8,676
+63
| +0.7% | +$2.5K | 0.03% | 197 |
|
|
2018
Q2 | $340K | Buy |
+8,613
| New | +$340K | 0.04% | 194 |
|