Osborn Williams & Donohoe’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $890K | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.68M | Hold |
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|
2019
Q2 | $1.61M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $889K | Hold |
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|
2018
Q3 | $993K | Hold |
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|
2018
Q2 | $988K | Hold |
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|
2018
Q1 | $993K | Sell |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $1.01M | Hold |
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|
2017
Q2 | $1.02M | Hold |
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|
2017
Q1 | $999K | Hold |
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|
2016
Q4 | $931K | Hold |
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|
2016
Q3 | $958K | Sell |
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|
2016
Q2 | $971K | Hold |
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|
2016
Q1 | $947K | Buy |
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|
2015
Q4 | $912K | Hold |
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|
2015
Q3 | $870K | Hold |
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|
2015
Q2 | $899K | Hold |
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|
2015
Q1 | $888K | Hold |
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|
2014
Q4 | $881K | Hold |
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|
2014
Q3 | $831K | Sell |
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|
2014
Q2 | $864K | Sell |
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|
2014
Q1 | $822K | Hold |
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|
2013
Q4 | $827K | Hold |
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|
2013
Q3 | $771K | Sell |
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|
2013
Q2 | $750K | Buy |
|