PPWM
PFG Private Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$560 | – | 267 |
|
|
2023
Q3 | $560 | Hold |
3
| – | – | ﹤0.01% | 265 |
|
|
2023
Q2 | $601 | Hold |
3
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $598 | Sell |
3
-18,695
| -100% | -$3.73M | ﹤0.01% | 270 |
|
|
2022
Q4 | $3.79M | Buy |
18,698
+112
| +0.6% | +$22.7K | 2.35% | 14 |
|
|
2022
Q3 | $3.34M | Buy |
+18,586
| New | +$3.34M | 2.19% | 15 |
|