Nelson Capital 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-760
| Closed | -$34K | – | 319 |
|
2018
Q4 | $34K | Hold |
760
| – | – | 0.01% | 157 |
|
2018
Q3 | $40K | Hold |
760
| – | – | 0.01% | 143 |
|
2018
Q2 | $37K | Hold |
760
| – | – | 0.01% | 138 |
|
2018
Q1 | $35K | Hold |
760
| – | – | 0.01% | 153 |
|
2017
Q4 | $34K | Hold |
760
| – | – | 0.01% | 160 |
|
2017
Q3 | $31K | Hold |
760
| – | – | 0.01% | 151 |
|
2017
Q2 | $31K | Hold |
760
| – | – | 0.01% | 152 |
|
2017
Q1 | $31K | Hold |
760
| – | – | 0.01% | 153 |
|
2016
Q4 | $29K | Hold |
760
| – | – | 0.01% | 152 |
|
2016
Q3 | $28K | Hold |
760
| – | – | 0.01% | 152 |
|
2016
Q2 | $27K | Hold |
760
| – | – | 0.01% | 148 |
|
2016
Q1 | $28K | Hold |
760
| – | – | 0.01% | 137 |
|
2015
Q4 | $27K | Hold |
760
| – | – | 0.01% | 140 |
|
2015
Q3 | $26K | Hold |
760
| – | – | 0.01% | 146 |
|
2015
Q2 | $27K | Hold |
760
| – | – | 0.01% | 164 |
|
2015
Q1 | $27K | Hold |
760
| – | – | 0.01% | 163 |
|
2014
Q4 | $26K | Hold |
760
| – | – | 0.01% | 160 |
|
2014
Q3 | $24K | Hold |
760
| – | – | 0.01% | 172 |
|
2014
Q2 | $23K | Buy |
+760
| New | +$23K | 0.01% | 178 |
|