Valley National Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-318
| Closed | -$20K | – | 1234 |
|
|
2023
Q3 | $20K | Hold |
318
| – | – | ﹤0.01% | 505 |
|
|
2023
Q2 | $22K | Hold |
318
| – | – | ﹤0.01% | 491 |
|
|
2023
Q1 | $22K | Hold |
318
| – | – | ﹤0.01% | 490 |
|
|
2022
Q4 | $21K | Hold |
318
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $20K | Hold |
318
| – | – | ﹤0.01% | 493 |
|
|
2022
Q2 | $21K | Hold |
318
| – | – | ﹤0.01% | 474 |
|
|
2022
Q1 | $21K | Hold |
318
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $21K | Hold |
318
| – | – | ﹤0.01% | 498 |
|
|
2021
Q3 | $19K | Hold |
318
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $19K | Hold |
318
| – | – | ﹤0.01% | 494 |
|
|
2021
Q1 | $19K | Hold |
318
| – | – | ﹤0.01% | 459 |
|
|
2020
Q4 | $18K | Hold |
318
| – | – | ﹤0.01% | 450 |
|
|
2020
Q3 | $16K | Hold |
318
| – | – | ﹤0.01% | 427 |
|
|
2020
Q2 | $14K | Hold |
318
| – | – | ﹤0.01% | 441 |
|
|
2020
Q1 | $11K | Buy |
+318
| New | +$11K | ﹤0.01% | 456 |
|