Navellier & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,170
| Closed | -$485K | – | 354 |
|
|
2024
Q1 | $485K | Buy |
+7,170
| New | +$485K | 0.06% | 244 |
|
|
2021
Q3 | – | Sell |
-8,916
| Closed | -$547K | – | 324 |
|
|
2021
Q2 | $547K | Buy |
+8,916
| New | +$547K | 0.08% | 186 |
|
|
2020
Q4 | – | Sell |
-15,000
| Closed | -$747K | – | 288 |
|
|
2020
Q3 | $747K | Buy |
+15,000
| New | +$747K | 0.16% | 114 |
|
|
2019
Q4 | – | Sell |
-44,829
| Closed | -$1.89M | – | 304 |
|
|
2019
Q3 | $1.89M | Sell |
44,829
-474
| -1% | -$20K | 0.31% | 94 |
|
|
2019
Q2 | $1.83M | Buy |
+45,303
| New | +$1.83M | 0.28% | 95 |
|
|
2015
Q2 | – | Sell |
-28,449
| Closed | -$1M | – | 376 |
|
|
2015
Q1 | $1M | Buy |
28,449
+18,858
| +197% | +$664K | 0.09% | 114 |
|
|
2014
Q4 | $335K | Buy |
+9,591
| New | +$335K | 0.02% | 246 |
|