Trilogy Capital’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
Q4
Sell
-3,138
Closed -$221K 336
2024
Q3
$221K Hold
3,138
0.01% 308
2024
Q2
$206K Sell
3,138
-150
-5% -$9.86K 0.01% 308
2024
Q1
$222K Hold
3,288
0.01% 279
2023
Q4
$210K Buy
+3,288
New +$210K 0.01% 265