Stratos Wealth Partners’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,806
| Closed | -$72K | – | 1666 |
|
|
2018
Q3 | $72K | Buy |
+1,806
| New | +$72K | ﹤0.01% | 1284 |
|
|
2018
Q2 | – | Sell |
-1,860
| Closed | -$74K | – | 1789 |
|
|
2018
Q1 | $74K | Buy |
1,860
+519
| +39% | +$20.6K | ﹤0.01% | 1361 |
|
|
2017
Q4 | $57K | Buy |
+1,341
| New | +$57K | ﹤0.01% | 1450 |
|
|
2017
Q3 | – | Sell |
-5,991
| Closed | -$243K | – | 943 |
|
|
2017
Q2 | $243K | Buy |
+5,991
| New | +$243K | 0.01% | 713 |
|