Nelson Capital Management’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
2019
Q4
Sell
-720
Closed -$30K 199
2019
Q3
$30K Hold
720
0.01% 182
2019
Q2
$29K Hold
720
0.01% 177
2019
Q1
$29K Hold
720
0.01% 166
2018
Q4
$26K Hold
720
0.01% 171
2018
Q3
$29K Hold
720
0.01% 161
2018
Q2
$28K Hold
720
0.01% 153
2018
Q1
$29K Hold
720
0.01% 164
2017
Q4
$30K Hold
720
0.01% 171
2017
Q3
$29K Hold
720
0.01% 160
2017
Q2
$29K Hold
720
0.01% 157
2017
Q1
$28K Hold
720
0.01% 161
2016
Q4
$27K Hold
720
0.01% 160
2016
Q3
$27K Hold
720
0.01% 156
2016
Q2
$28K Hold
720
0.01% 145
2016
Q1
$27K Hold
720
0.01% 141
2015
Q4
$26K Hold
720
0.01% 145
2015
Q3
$25K Hold
720
0.01% 153
2015
Q2
$25K Hold
720
0.01% 167
2015
Q1
$25K Hold
720
0.01% 165
2014
Q4
$25K Hold
720
0.01% 166
2014
Q3
$24K Hold
720
0.01% 173
2014
Q2
$24K Buy
+720
New +$24K 0.01% 170