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 |
|