Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,934
| Closed | -$1.6M | – | 209 |
|
|
2023
Q3 | $1.6M | Buy |
+23,934
| New | +$1.6M | 0.26% | 62 |
|
|
2022
Q1 | – | Sell |
-19,912
| Closed | -$1.67M | – | 293 |
|
|
2021
Q4 | $1.67M | Buy |
19,912
+246
| +1% | +$20.7K | 0.31% | 67 |
|
|
2021
Q3 | $1.52M | Buy |
19,666
+894
| +5% | +$69.1K | 0.3% | 63 |
|
|
2021
Q2 | $1.46M | Buy |
18,772
+3,188
| +20% | +$247K | 0.3% | 63 |
|
|
2021
Q1 | $1.17M | Sell |
15,584
-3,496
| -18% | -$262K | 0.27% | 74 |
|
|
2020
Q4 | $1.35M | Buy |
19,080
+1,264
| +7% | +$89.1K | 0.32% | 60 |
|
|
2020
Q3 | $1.11M | Sell |
17,816
-320
| -2% | -$20K | 0.35% | 63 |
|
|
2020
Q2 | $993K | Buy |
+18,136
| New | +$993K | 0.36% | 73 |
|