SWA
SFMG Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,551
| Closed | -$201K | – | 265 |
|
|
2022
Q2 | $201K | Sell |
3,551
-201
| -5% | -$11.4K | 0.02% | 239 |
|
|
2022
Q1 | $282K | Hold |
3,752
| – | – | 0.03% | 212 |
|
|
2021
Q4 | $315K | Buy |
3,752
+662
| +21% | +$55.6K | 0.03% | 195 |
|
|
2021
Q3 | $239K | Sell |
3,090
-376
| -11% | -$29.1K | 0.03% | 216 |
|
|
2021
Q2 | $269K | Hold |
3,466
| – | – | 0.03% | 213 |
|
|
2021
Q1 | $259K | Buy |
+3,466
| New | +$259K | 0.03% | 200 |
|