WP
WealthSpring Partners’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.3M | Buy |
60,785
+2,818
| +5% | +$526K | 8.47% | 3 |
|
|
2023
Q2 | $11.6M | Buy |
57,967
+13,944
| +32% | +$2.79M | 8.4% | 3 |
|
|
2023
Q1 | $8.77M | Buy |
44,023
+1,539
| +4% | +$307K | 6.79% | 5 |
|
|
2022
Q4 | $8.61M | Buy |
+42,484
| New | +$8.61M | 6.73% | 5 |
|