Tompkins Financial’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,325
| Closed | -$153K | – | 605 |
|
2024
Q2 | $153K | Hold |
2,325
| – | – | 0.02% | 224 |
|
2024
Q1 | $157K | Hold |
2,325
| – | – | 0.02% | 224 |
|
2023
Q4 | $149K | Hold |
2,325
| – | – | 0.02% | 230 |
|
2023
Q3 | $145K | Hold |
2,325
| – | – | 0.02% | 205 |
|
2023
Q2 | $155K | Hold |
2,325
| – | – | 0.02% | 204 |
|
2023
Q1 | $154K | Hold |
2,325
| – | – | 0.03% | 205 |
|
2022
Q4 | $157K | Hold |
2,325
| – | – | 0.02% | 210 |
|
2022
Q3 | $139K | Buy |
+2,325
| New | +$139K | 0.02% | 213 |
|