TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,620
| Closed | -$114K | – | 468 |
|
|
2020
Q4 | $114K | Hold |
1,620
| – | – | 0.02% | 256 |
|
|
2020
Q3 | $101K | Hold |
1,620
| – | – | 0.02% | 246 |
|
|
2020
Q2 | $88K | Hold |
1,620
| – | – | 0.02% | 249 |
|
|
2020
Q1 | $71K | Hold |
1,620
| – | – | 0.02% | 250 |
|
|
2019
Q4 | $92K | Buy |
+1,620
| New | +$92K | 0.01% | 301 |
|
|
2019
Q3 | – | Sell |
-1,620
| Closed | -$88K | – | 482 |
|
|
2019
Q2 | $88K | Buy |
+1,620
| New | +$88K | 0.02% | 279 |
|
|
2018
Q4 | – | Sell |
-1,620
| Closed | -$86K | – | 590 |
|
|
2018
Q3 | $86K | Buy |
+1,620
| New | +$86K | 0.01% | 386 |
|