WealthBridge Capital Management’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 |
-5,403
| Closed | -$336K | – | 187 |
|
|
2023
Q3 | $336K | Buy |
5,403
+36
| +0.7% | +$2.24K | 0.14% | 112 |
|
|
2023
Q2 | $358K | Sell |
5,367
-1,179
| -18% | -$78.7K | 0.14% | 111 |
|
|
2023
Q1 | $435K | Buy |
6,546
+1,254
| +24% | +$83.3K | 0.17% | 107 |
|
|
2022
Q4 | $358K | Sell |
5,292
-855
| -14% | -$57.8K | 0.15% | 133 |
|
|
2022
Q3 | $399K | Hold |
6,147
| – | – | 0.17% | 113 |
|
|
2022
Q2 | $399K | Buy |
+6,147
| New | +$399K | 0.17% | 113 |
|