Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-376
| Closed | -$21K | – | 1803 |
|
|
2020
Q2 | $21K | Hold |
376
| – | – | ﹤0.01% | 983 |
|
|
2020
Q1 | $18K | Hold |
376
| – | – | ﹤0.01% | 889 |
|
|
2019
Q4 | $21K | Hold |
376
| – | – | ﹤0.01% | 902 |
|
|
2019
Q3 | $20K | Hold |
376
| – | – | ﹤0.01% | 838 |
|
|
2019
Q2 | $20K | Hold |
376
| – | – | ﹤0.01% | 840 |
|
|
2019
Q1 | $19K | Hold |
376
| – | – | ﹤0.01% | 797 |
|
|
2018
Q4 | $17K | Hold |
376
| – | – | ﹤0.01% | 742 |
|
|
2018
Q3 | $18K | Hold |
376
| – | – | ﹤0.01% | 791 |
|
|
2018
Q2 | $19K | Hold |
376
| – | – | ﹤0.01% | 776 |
|
|
2018
Q1 | $17K | Hold |
376
| – | – | ﹤0.01% | 758 |
|
|
2017
Q4 | $17K | Hold |
376
| – | – | ﹤0.01% | 706 |
|
|
2017
Q3 | $15K | Buy |
+376
| New | +$15K | ﹤0.01% | 612 |
|