Teamwork Financial 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 |
-18,402
| Closed | -$1.22M | – | 198 |
|
|
2023
Q1 | $1.22M | Sell |
18,402
-20,664
| -53% | -$1.37M | 0.23% | 74 |
|
|
2022
Q4 | $2.64M | Buy |
39,066
+12,444
| +47% | +$841K | 0.53% | 34 |
|
|
2022
Q3 | $1.6M | Sell |
26,622
-180
| -0.7% | -$10.8K | 0.34% | 47 |
|
|
2022
Q2 | $1.74M | Buy |
26,802
+15,999
| +148% | +$1.04M | 0.38% | 53 |
|
|
2022
Q1 | $722K | Buy |
+10,803
| New | +$722K | 0.13% | 132 |
|
|
2020
Q4 | – | Sell |
-18,786
| Closed | -$935K | – | 202 |
|
|
2020
Q3 | $935K | Buy |
+18,786
| New | +$935K | 0.29% | 76 |
|