Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-285
| Closed | -$18.7K | – | 559 |
|
|
2024
Q2 | $18.7K | Hold |
285
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $19.3K | Buy |
+285
| New | +$19.3K | ﹤0.01% | 642 |
|
|
2023
Q4 | – | Sell |
-180
| Closed | -$12K | – | 625 |
|
|
2023
Q3 | $12K | Hold |
180
| – | – | ﹤0.01% | 663 |
|
|
2023
Q2 | $12K | Buy |
+180
| New | +$12K | ﹤0.01% | 704 |
|
|
2023
Q1 | – | Sell |
-180
| Closed | -$12.2K | – | 634 |
|
|
2022
Q4 | $12.2K | Hold |
180
| – | – | ﹤0.01% | 695 |
|
|
2022
Q3 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 682 |
|
|
2019
Q2 | – | Sell |
-375
| Closed | -$15K | – | 1755 |
|
|
2019
Q1 | $15K | Buy |
+375
| New | +$15K | 0.01% | 828 |
|