Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $30.4K | Hold |
316
| – | – | 0.01% | 354 |
|
|
2024
Q3 | $27.8K | Hold |
316
| – | – | 0.01% | 369 |
|
|
2024
Q2 | $25.7K | Hold |
316
| – | – | 0.01% | 362 |
|
|
2024
Q1 | $25.9K | Hold |
316
| – | – | 0.01% | 371 |
|
|
2023
Q4 | $23.9K | Hold |
316
| – | – | 0.01% | 372 |
|
|
2023
Q3 | $21.2K | Hold |
316
| – | – | 0.01% | 378 |
|
|
2023
Q2 | $22.5K | Hold |
316
| – | – | 0.01% | 374 |
|
|
2023
Q1 | $20.4K | Hold |
316
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $18K | Sell |
316
-276
| -47% | -$15.7K | ﹤0.01% | 420 |
|
|
2022
Q3 | $35K | Hold |
592
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $34K | Hold |
592
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $44K | Hold |
592
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $50K | Hold |
592
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $46K | Hold |
592
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $46K | Buy |
592
+281
| +90% | +$21.8K | 0.01% | 279 |
|
|
2021
Q1 | $44 | Sell |
311
-281
| -47% | -$40 | 0.01% | 287 |
|
|
2020
Q4 | $42K | Hold |
592
| – | – | 0.01% | 270 |
|
|
2020
Q3 | $37K | Hold |
592
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $32K | Hold |
592
| – | – | 0.01% | 290 |
|
|
2020
Q1 | $26K | Hold |
592
| – | – | 0.01% | 293 |
|
|
2019
Q4 | $34K | Buy |
+592
| New | +$34K | 0.01% | 293 |
|