SWM
Selective Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-600
| Closed | -$35K | – | 434 |
|
|
2022
Q3 | $35K | Hold |
600
| – | – | 0.02% | 343 |
|
|
2022
Q2 | $34K | Hold |
600
| – | – | 0.01% | 383 |
|
|
2022
Q1 | $45K | Sell |
600
-1,200
| -67% | -$90K | 0.02% | 322 |
|
|
2021
Q4 | $151K | Hold |
1,800
| – | – | 0.06% | 151 |
|
|
2021
Q3 | $139K | Buy |
1,800
+1,200
| +200% | +$92.7K | 0.07% | 141 |
|
|
2021
Q2 | $47K | Buy |
+600
| New | +$47K | 0.04% | 195 |
|