Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,353
| Closed | -$416K | – | 79 |
|
|
2017
Q3 | $416K | Sell |
10,353
-2,340
| -18% | -$94K | 0.36% | 56 |
|
|
2017
Q2 | $515K | Sell |
12,693
-1,275
| -9% | -$51.7K | 0.44% | 51 |
|
|
2017
Q1 | $553K | Sell |
13,968
-1,545
| -10% | -$61.2K | 0.51% | 50 |
|
|
2016
Q4 | $573K | Sell |
15,513
-135
| -0.9% | -$4.99K | 0.56% | 50 |
|
|
2016
Q3 | $594K | Buy |
15,648
+120
| +0.8% | +$4.56K | 0.58% | 47 |
|
|
2016
Q2 | $597K | Buy |
15,528
+915
| +6% | +$35.2K | 0.61% | 48 |
|
|
2016
Q1 | $548K | Buy |
14,613
+2,694
| +23% | +$101K | 0.55% | 52 |
|
|
2015
Q4 | $431K | Buy |
11,919
+270
| +2% | +$9.76K | 0.45% | 59 |
|
|
2015
Q3 | $398K | Buy |
11,649
+1,569
| +16% | +$53.6K | 0.41% | 66 |
|
|
2015
Q2 | $352K | Buy |
10,080
+3,675
| +57% | +$128K | 0.26% | 96 |
|
|
2015
Q1 | $225K | Buy |
6,405
+5,595
| +691% | +$197K | 0.16% | 121 |
|
|
2014
Q4 | $28K | Hold |
810
| – | – | 0.02% | 235 |
|
|
2014
Q3 | $27K | Buy |
+810
| New | +$27K | 0.02% | 240 |
|