Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-340
| Closed | -$24K | – | 511 |
|
|
2020
Q4 | $24K | Hold |
340
| – | – | ﹤0.01% | 466 |
|
|
2020
Q3 | $21K | Hold |
340
| – | – | ﹤0.01% | 429 |
|
|
2020
Q2 | $19K | Hold |
340
| – | – | ﹤0.01% | 399 |
|
|
2020
Q1 | $15K | Hold |
340
| – | – | ﹤0.01% | 385 |
|
|
2019
Q4 | $19K | Hold |
340
| – | – | ﹤0.01% | 425 |
|
|
2019
Q3 | $18K | Hold |
340
| – | – | ﹤0.01% | 444 |
|
|
2019
Q2 | $19K | Hold |
340
| – | – | ﹤0.01% | 437 |
|
|
2019
Q1 | $17K | Buy |
+340
| New | +$17K | ﹤0.01% | 422 |
|