TWM
Tradition Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-115
| Closed | -$22K | – | 805 |
|
|
2023
Q4 | $22K | Buy |
115
+1
| +0.9% | +$191 | ﹤0.01% | 816 |
|
|
2023
Q3 | $21K | Hold |
114
| – | – | ﹤0.01% | 832 |
|
|
2023
Q2 | $23K | Buy |
114
+1
| +0.9% | +$202 | ﹤0.01% | 841 |
|
|
2023
Q1 | $23K | Sell |
113
-11,092
| -99% | -$2.26M | ﹤0.01% | 802 |
|
|
2022
Q4 | $2.27M | Buy |
+11,205
| New | +$2.27M | 0.32% | 66 |
|