Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-35,720
| Closed | -$1.94M | – | 83 |
|
|
2019
Q3 | $1.94M | Sell |
35,720
-3,940
| -10% | -$214K | 1.71% | 13 |
|
|
2019
Q2 | $2.16M | Buy |
+39,660
| New | +$2.16M | 1.79% | 13 |
|
|
2018
Q4 | – | Sell |
-112,400
| Closed | -$5.95M | – | 66 |
|
|
2018
Q3 | $5.95M | Buy |
+112,400
| New | +$5.95M | 3.14% | 9 |
|
|
2018
Q1 | – | Sell |
-126,240
| Closed | -$5.66M | – | 71 |
|
|
2017
Q4 | $5.66M | Buy |
+126,240
| New | +$5.66M | 2.61% | 17 |
|
|
2017
Q3 | – | Sell |
-43,920
| Closed | -$1.8M | – | 74 |
|
|
2017
Q2 | $1.8M | Buy |
+43,920
| New | +$1.8M | 1.01% | 24 |
|
|
2017
Q1 | – | Sell |
-148,240
| Closed | -$5.6M | – | 65 |
|
|
2016
Q4 | $5.6M | Buy |
+148,240
| New | +$5.6M | 3.43% | 11 |
|