Prosperity Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,038
| Closed | -$230K | – | 330 |
|
2023
Q4 | $230K | Sell |
3,038
-1,265
| -29% | -$95.9K | 0.03% | 238 |
|
2023
Q3 | $288K | Sell |
4,303
-1,178
| -21% | -$78.9K | 0.04% | 188 |
|
2023
Q2 | $390K | Buy |
5,481
+23
| +0.4% | +$1.64K | 0.05% | 163 |
|
2023
Q1 | $353K | Sell |
5,458
-225
| -4% | -$14.6K | 0.05% | 152 |
|
2022
Q4 | $324K | Buy |
+5,683
| New | +$324K | 0.1% | 137 |
|