Sowa Financial Group’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
Q2 | – | Sell |
-4,863
| Closed | -$365K | – | 54 |
|
2022
Q1 | $365K | Sell |
4,863
-149
| -3% | -$11.2K | 0.22% | 47 |
|
2021
Q4 | $421K | Buy |
5,012
+483
| +11% | +$40.6K | 0.25% | 46 |
|
2021
Q3 | $350K | Sell |
4,529
-33
| -0.7% | -$2.55K | 0.23% | 52 |
|
2021
Q2 | $354K | Buy |
4,562
+656
| +17% | +$50.9K | 0.26% | 53 |
|
2021
Q1 | $292K | Buy |
3,906
+2
| +0.1% | +$150 | 0.21% | 57 |
|
2020
Q4 | $275K | Buy |
3,904
+4
| +0.1% | +$282 | 0.19% | 55 |
|
2020
Q3 | $244K | Sell |
3,900
-84
| -2% | -$5.26K | 0.17% | 53 |
|
2020
Q2 | $218K | Sell |
3,984
-16
| -0.4% | -$876 | 0.16% | 56 |
|
2020
Q1 | $177K | Sell |
4,000
-3,184
| -44% | -$141K | 0.16% | 58 |
|
2019
Q4 | $410K | Buy |
+7,184
| New | +$410K | 0.33% | 43 |
|