Pacific Financial Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $13K | Buy |
+352
| New | +$13K | 0.02% | 49 |
|
2015
Q4 | $796K | Sell |
22,004
-88
| -0.4% | -$3.18K | 1.48% | 20 |
|
2015
Q3 | $760K | Buy |
22,092
+1,824
| +9% | +$62.7K | 1% | 25 |
|
2015
Q2 | $725K | Sell |
20,268
-132
| -0.6% | -$4.72K | 0.82% | 28 |
|
2015
Q1 | $735K | Sell |
20,400
-190,720
| -90% | -$6.87M | 0.96% | 30 |
|
2014
Q4 | $7.27M | Buy |
+211,120
| New | +$7.27M | 2.15% | 14 |
|