Well Done LLC’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 |
-58,956
| Closed | -$3.67M | – | 183 |
|
|
2023
Q3 | $3.67M | Sell |
58,956
-642
| -1% | -$39.9K | 0.81% | 31 |
|
|
2023
Q2 | $3.98M | Sell |
59,598
-1,305
| -2% | -$87.1K | 0.85% | 30 |
|
|
2023
Q1 | $4.04M | Buy |
60,903
+1,485
| +2% | +$98.6K | 0.88% | 32 |
|
|
2022
Q4 | $4.02M | Buy |
59,418
+9,798
| +20% | +$662K | 0.86% | 31 |
|
|
2022
Q3 | $2.97M | Buy |
+49,620
| New | +$2.97M | 0.73% | 33 |
|