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Saxon Interests’s iShares US Consumer Staples ETF IYK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,036
Closed -$208K 132
2023
Q2
$208K Sell
1,036
-3
-0.3% -$601 0.11% 157
2023
Q1
$207K Sell
1,039
-1,349
-56% -$269K 0.12% 157
2022
Q4
$484K Buy
2,388
+874
+58% +$177K 0.28% 92
2022
Q3
$281K Buy
+1,514
New +$281K 0.17% 116