PFA
Paradigm Financial Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-22,140
| Closed | -$3.98M | – | 225 |
|
|
2021
Q3 | $3.98M | Sell |
22,140
-4,460
| -17% | -$801K | 0.92% | 32 |
|
|
2021
Q2 | $4.89M | Buy |
26,600
+6,693
| +34% | +$1.23M | 1.09% | 28 |
|
|
2021
Q1 | $3.52M | Buy |
+19,907
| New | +$3.52M | 0.86% | 33 |
|
|
2014
Q2 | – | Sell |
-305
| Closed | -$29K | – | 142 |
|
|
2014
Q1 | $29K | Hold |
305
| – | – | 0.03% | 145 |
|
|
2013
Q4 | $29K | Buy |
+305
| New | +$29K | 0.03% | 171 |
|