One Charles Private Wealth Services’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Sell |
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|
2025
Q2 | $328K | Sell |
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|
2025
Q1 | $342K | Buy |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $245K | Buy |
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