Townsend Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,060
| Closed | -$71K | – | 200 |
|
|
2023
Q3 | $71K | Hold |
1,060
| – | – | 0.04% | 140 |
|
|
2023
Q2 | $75.4K | Hold |
1,060
| – | – | 0.04% | 148 |
|
|
2023
Q1 | $68.6K | Hold |
1,060
| – | – | 0.04% | 150 |
|
|
2022
Q4 | $60.4K | Hold |
1,060
| – | – | 0.03% | 156 |
|
|
2022
Q3 | $62K | Hold |
1,060
| – | – | 0.03% | 151 |
|
|
2022
Q2 | $60K | Hold |
1,060
| – | – | 0.03% | 168 |
|
|
2022
Q1 | $80K | Hold |
1,060
| – | – | 0.04% | 163 |
|
|
2021
Q4 | $89K | Hold |
1,060
| – | – | 0.04% | 165 |
|
|
2021
Q3 | $82K | Buy |
+1,060
| New | +$82K | 0.04% | 158 |
|