Sage Mountain 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,320
| Closed | -$135K | – | 305 |
|
|
2022
Q3 | $135K | Hold |
2,320
| – | – | 0.04% | 212 |
|
|
2022
Q2 | $132K | Hold |
2,320
| – | – | 0.02% | 480 |
|
|
2022
Q1 | $174K | Hold |
2,320
| – | – | 0.03% | 485 |
|
|
2021
Q4 | $195K | Hold |
2,320
| – | – | 0.02% | 524 |
|
|
2021
Q3 | $179K | Hold |
2,320
| – | – | 0.03% | 444 |
|
|
2021
Q2 | $180K | Hold |
2,320
| – | – | 0.03% | 401 |
|
|
2021
Q1 | $174K | Buy |
+2,320
| New | +$174K | 0.04% | 317 |
|