Wealth & Pension Services Group’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
2019
Q3
$863K Sell
15,876
-636
-4% -$34.6K 0.63% 46
2019
Q2
$899K Hold
16,512
0.65% 44
2019
Q1
$843K Buy
16,512
+3,912
+31% +$200K 0.66% 44
2018
Q4
$570K Sell
12,600
-3,584
-22% -$162K 0.51% 57
2018
Q3
$857K Buy
+16,184
New +$857K 0.86% 30