TCI Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-738
| Closed | -$49K | – | 1218 |
|
2023
Q1 | $49K | Hold |
738
| – | – | 0.01% | 438 |
|
2022
Q4 | $49.9K | Hold |
738
| – | – | 0.01% | 411 |
|
2022
Q3 | $44K | Hold |
738
| – | – | 0.01% | 398 |
|
2022
Q2 | $48K | Hold |
738
| – | – | 0.01% | 374 |
|
2022
Q1 | $49K | Buy |
+738
| New | +$49K | 0.01% | 412 |
|