Northwest Financial Advisors’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
Q4
Sell
-279
Closed -$19.7K 330
2024
Q3
$19.7K Buy
+279
New +$19.7K 0.02% 320
2024
Q1
Sell
-279
Closed -$17.8K 307
2023
Q4
$17.8K Buy
+279
New +$17.8K 0.02% 316