Osborn Williams & Donohoe’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $2.16M | Hold |
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2019
Q4 | $2.79M | Sell |
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2019
Q3 | $4.69M | Hold |
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2019
Q2 | $4.7M | Buy |
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2019
Q1 | $4.29M | Buy |
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2018
Q4 | $2.21M | Hold |
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2018
Q3 | $2.58M | Hold |
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2018
Q2 | $2.37M | Hold |
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2018
Q1 | $2.23M | Hold |
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2017
Q4 | $2.19M | Sell |
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2017
Q3 | $2M | Hold |
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2017
Q2 | $2.01M | Hold |
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2017
Q1 | $1.97M | Hold |
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2016
Q4 | $1.85M | Sell |
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2016
Q3 | $1.8M | Hold |
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2016
Q2 | $1.75M | Hold |
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2016
Q1 | $1.78M | Hold |
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2015
Q4 | $1.77M | Buy |
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2015
Q3 | $1.31M | Sell |
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2015
Q2 | $1.47M | Sell |
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2015
Q1 | $1.46M | Hold |
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2014
Q4 | $1.4M | Hold |
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2014
Q3 | $1.26M | Sell |
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2014
Q2 | $1.32M | Hold |
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2014
Q1 | $1.28M | Hold |
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2013
Q4 | $1.29M | Hold |
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2013
Q3 | $1.17M | Hold |
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2013
Q2 | $1.09M | Buy |
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