Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.28M | Buy |
28,308
+2,208
| +8% | +$99.8K | 0.99% | 28 |
|
|
2018
Q3 | $1.38M | Buy |
26,100
+1,832
| +8% | +$97K | 0.94% | 27 |
|
|
2018
Q2 | $1.18M | Buy |
24,268
+2,740
| +13% | +$133K | 0.85% | 28 |
|
|
2018
Q1 | $981K | Buy |
21,528
+2,940
| +16% | +$134K | 0.74% | 28 |
|
|
2017
Q4 | $833K | Buy |
18,588
+2,480
| +15% | +$111K | 0.64% | 34 |
|
|
2017
Q3 | $661K | Buy |
16,108
+140
| +0.9% | +$5.75K | 0.57% | 43 |
|
|
2017
Q2 | $655K | Sell |
15,968
-1,820
| -10% | -$74.7K | 0.56% | 45 |
|
|
2017
Q1 | $716K | Sell |
17,788
-548
| -3% | -$22.1K | 0.66% | 44 |
|
|
2016
Q4 | $692K | Sell |
18,336
-400
| -2% | -$15.1K | 0.68% | 46 |
|
|
2016
Q3 | $689K | Buy |
18,736
+40
| +0.2% | +$1.47K | 0.68% | 44 |
|
|
2016
Q2 | $670K | Buy |
18,696
+660
| +4% | +$23.7K | 0.68% | 45 |
|
|
2016
Q1 | $657K | Buy |
18,036
+568
| +3% | +$20.7K | 0.66% | 45 |
|
|
2015
Q4 | $632K | Buy |
17,468
+1,140
| +7% | +$41.2K | 0.66% | 46 |
|
|
2015
Q3 | $562K | Buy |
16,328
+1,228
| +8% | +$42.3K | 0.58% | 53 |
|
|
2015
Q2 | $540K | Buy |
15,100
+5,380
| +55% | +$192K | 0.4% | 70 |
|
|
2015
Q1 | $350K | Buy |
9,720
+8,720
| +872% | +$314K | 0.25% | 97 |
|
|
2014
Q4 | $34K | Hold |
1,000
| – | – | 0.02% | 225 |
|
|
2014
Q3 | $31K | Buy |
+1,000
| New | +$31K | 0.02% | 232 |
|