Oxinas Partners Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,178
| Closed | -$209K | – | 124 |
|
|
2024
Q2 | $209K | Buy |
3,178
+18
| +0.6% | +$1.18K | 0.14% | 115 |
|
|
2024
Q1 | $214K | Sell |
3,160
-194
| -6% | -$13.1K | 0.14% | 117 |
|
|
2023
Q4 | $214K | Buy |
3,354
+6
| +0.2% | +$383 | 0.15% | 109 |
|
|
2023
Q3 | $208K | Sell |
3,348
-45
| -1% | -$2.8K | 0.15% | 107 |
|
|
2023
Q2 | $227K | Sell |
3,393
-57
| -2% | -$3.81K | 0.15% | 109 |
|
|
2023
Q1 | $229K | Sell |
3,450
-774
| -18% | -$51.4K | 0.17% | 94 |
|
|
2022
Q4 | $285K | Buy |
+4,224
| New | +$285K | 0.24% | 73 |
|
|
2021
Q2 | – | Sell |
-8,517
| Closed | -$502K | – | 158 |
|
|
2021
Q1 | $502K | Buy |
+8,517
| New | +$502K | 0.32% | 82 |
|