PS
Planned Solutions’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-36
| Closed | -$2.54K | – | 380 |
|
|
2024
Q3 | $2.54K | Buy |
+36
| New | +$2.54K | ﹤0.01% | 536 |
|
|
2024
Q1 | – | Sell |
-12
| Closed | -$2.3K | – | 323 |
|
|
2023
Q4 | $2.3K | Buy |
+12
| New | +$2.3K | ﹤0.01% | 496 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$2K | – | 241 |
|
|
2020
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 432 |
|
|
2020
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 312 |
|