Wealth Management Partners’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
Q1 | – | Sell |
-3,000
| Closed | -$209K | – | 114 |
|
|
2022
Q4 | $209K | Buy |
+3,000
| New | +$209K | 0.17% | 93 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$201K | – | 93 |
|
|
2022
Q2 | $201K | Hold |
3,000
| – | – | 0.18% | 92 |
|
|
2022
Q1 | $207K | Hold |
3,000
| – | – | 0.15% | 106 |
|
|
2021
Q4 | $206K | Buy |
+3,000
| New | +$206K | 0.14% | 104 |
|
|
2021
Q1 | – | Sell |
-3,330
| Closed | -$200K | – | 124 |
|
|
2020
Q4 | $200K | Buy |
+3,330
| New | +$200K | 0.16% | 114 |
|